YCG, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1584801 AUSTIN, TX

Position in MRSH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$39,113,448

-$1,665,861 QoQ

Shares Held

234,676

-0.2% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

3.45%

of 13F equity value

Holder Rank

#151

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Financial Services · as of Jun 30, 2026

YCG, LLC holds $87,252,944 across 2 Insurance Brokers names. MRSH ranks #2 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AON	Aon plc	145,134	$48,139,496
2	MRSH	Marsh & Mclennan Companies, Inc. This page	234,676	$39,113,448

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,113,448	234,676	-0.2%	Shares	Sole	2026-08-13
2026-03-31	$40,779,309	235,107	-2.3%	Shares	Sole	2026-05-14
2025-12-31	$44,653,365	240,693	+5.6%	Shares	Sole	2026-02-11
2025-09-30	$45,951,661	228,014	+5.8%	Shares	Sole	2025-10-28
2025-06-30	$47,133,755	215,577	-1.1%	Shares	Sole	2025-08-13
2025-03-31	$53,170,476	217,885	-0.1%	Shares	Sole	2025-05-13
2024-12-31	$46,343,613	218,180	-0.2%	Shares	Sole	2025-02-10
2024-09-30	$48,771,043	218,616	+0.8%	Shares	Sole	2024-11-04
2024-06-30	$45,690,839	216,832	+0.2%	Shares	Sole	2024-08-06
2024-03-31	$44,575,101	216,405	-0.2%	Shares	Sole	2024-05-06
2023-12-31	$41,097,748	216,909	+0.0%	Shares	Sole	2024-01-29
2023-09-30	$41,267,887	216,857	-0.7%	Shares	Sole	2023-10-25
2023-06-30	$41,063,318	218,329	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$36,382,347	218,447	-0.5%	Shares	Sole	2023-05-12
2022-12-31	$36,324,845	219,512	-2.2%	Shares	Sole	2023-02-03
2022-09-30	$33,517,097	224,510	-0.0%	Shares	Sole	2022-11-10
2022-06-30	$34,867,752	224,591	-0.0%	Shares	Sole	2022-08-04
2022-03-31	$38,290,136	224,681	+0.0%	Shares	Sole	2022-05-05
2021-12-31	$39,038,581	224,592	-2.4%	Shares	Sole	2022-02-14
2021-09-30	$34,860,700	230,210	-12.3%	Shares	Sole	2021-11-05
2021-06-30	$36,928,500	262,500	+3.8%	Shares	Sole	2021-08-02
2021-03-31	$30,787,873	252,774	+0.3%	Shares	Sole	2021-05-12
2020-12-31	$29,485,170	252,010	+4.1%	Shares	Sole	2021-02-12
2020-09-30	$27,778,619	242,185	+1.3%	Shares	Sole	2020-11-09
2020-06-30	$25,669,375	239,074	-2.9%	Shares	Sole	2020-08-14
2020-03-31	$21,287,921	246,217	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.