Position in MRSH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,890,778
+$998,242 QoQ
Shares Held
10,901
+126.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Arax Advisory Partners holds $3,147,051 across 11 Insurance Brokers names. MRSH ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
10,901 | $1,890,778 | |
| 2 | AON |
Aon plc
|
2,280 | $735,938 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,372 | $297,147 | |
| 4 | ERIE |
Erie Indemnity Co
|
811 | $203,812 | |
| 5 | CRVL |
Corvel Corp
|
283 | $15,465 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
168 | $3,685 | |
| 7 | SLQT |
SelectQuote, Inc.
|
146 | $91 | |
| 8 | TWFG |
TWFG, Inc.
|
3 | $55 |
All Filings in MRSH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,890,778 | 10,901 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $892,536 | 4,811 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,827,659 | 18,993 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $270,457 | 1,237 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $266,968 | 1,094 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $432,041 | 2,034 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,469 | 29 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,477 | 26 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,530 | 22 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $40,736 | 215 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $40,914 | 215 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $40,437 | 215 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,808 | 215 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $35,578 | 215 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $30,903 | 207 | Shares | Sole | 2022-11-03 | |
| 2021-09-30 | $9,842 | 65 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||