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Equibles

Arax Advisory Partners

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1586767 DENVER, CO
Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$5,052,101
+$3,161,323 QoQ
Shares Held
30,312
+178.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority Sole 85% Shared 0% None 15%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Arax Advisory Partners holds $16,424,074 across 15 Insurance Brokers names. MRSH ranks #2 (30.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AON
Aon plc
 20,140 $6,680,236
2 MRSH
Marsh & Mclennan Companies, Inc.
This page 		30,312 $5,052,101
3 AJG
Arthur J. Gallagher & Co.
 9,978 $2,290,649
4 BRO
Brown & Brown, Inc.
 19,270 $1,236,170
5 CRVL
Corvel Corp
 5,824 $364,116
6 ERIE
Erie Indemnity Co
 1,169 $280,267
7 WTW
Willis Towers Watson PLC
 717 $187,402
8 TREE
LendingTree, Inc.
 2,732 $121,000

All Filings in MRSH

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,052,101 30,312
2026-03-31 $1,890,778 10,901
2025-12-31 $892,536 4,811
2025-09-30 $3,827,659 18,993
2025-06-30 $270,457 1,237
2025-03-31 $266,968 1,094
2024-12-31 $432,041 2,034
2024-09-30 $6,469 29
2024-06-30 $5,477 26
2024-03-31 $4,530 22
2023-12-31 $40,736 215
2023-09-30 $40,914 215
2023-06-30 $40,437 215
2023-03-31 $35,808 215
2022-12-31 $35,578 215
2022-09-30 $30,903 207
2021-09-30 $9,842 65