Vontobel Holding Ltd.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1588340 ZURICH, V8

Position in MRSH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,625,485

-$144,552 QoQ

Shares Held

45,752

+2.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#356

of 1,500 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

Vontobel Holding Ltd. holds $190,415,155 across 5 Insurance Brokers names. MRSH ranks #2 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	540,802	$179,378,611
2	MRSH	Marsh & Mclennan Companies, Inc. This page	45,752	$7,625,485
3	AJG	Arthur J. Gallagher & Co.	11,882	$2,727,748
4	BRO	Brown & Brown, Inc.	6,060	$388,748
5	WTW	Willis Towers Watson PLC	1,127	$294,563

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,625,485	45,752	+2.1%	Shares	Defined	2026-08-03
2026-03-31	$7,770,037	44,797	+2.3%	Shares	Defined	2026-05-08
2025-12-31	$8,121,507	43,777	+2.8%	Shares	Defined	2026-02-13
2025-09-30	$8,584,975	42,599	-4.5%	Shares	Defined	2025-10-15
2025-06-30	$9,749,594	44,592	-6.0%	Shares	Defined	2025-07-23
2025-03-31	$11,580,442	47,455	+67.2%	Shares	Defined	2025-04-28
2024-12-31	$6,028,407	28,381	+6.4%	Shares	Defined	2025-01-30
2024-09-30	$5,952,931	26,684	-2.3%	Shares	Defined	2024-10-16
2024-06-30	$5,752,444	27,299	-23.2%	Shares	Defined	2024-08-13
2024-03-31	$7,324,441	35,559	-17.4%	Shares	Defined	2024-05-10
2023-12-31	$8,158,197	43,058	-1.3%	Shares	Defined	2024-06-04
2023-09-30	$8,305,642	43,645	-3.9%	Shares	Defined	2024-06-04
2023-06-30	$8,545,977	45,438	-12.7%	Shares	Defined	2024-06-04
2023-03-31	$8,663,930	52,020	-1.4%	Shares	Defined	2024-06-04
2022-12-31	$8,726,918	52,737	-22.6%	Shares	Defined	2023-02-14
2022-09-30	$10,173,813	68,148	+358.4%	Shares	Defined	2022-11-04
2022-06-30	$2,308,255	14,868	+10.2%	Shares	Defined	2022-07-27
2022-03-31	$2,299,817	13,495	-2.9%	Shares	Defined	2022-05-13
2021-12-31	$2,416,793	13,904	+20.4%	Shares	Defined	2022-02-14
2021-09-30	$1,748,561	11,547	+58.2%	Shares	Defined	2021-10-29
2021-06-30	$1,026,541	7,297	+58.8%	Shares	Defined	2021-08-06
2021-03-31	$559,548	4,594	-80.1%	Shares	Defined	2021-05-11
2020-12-31	$2,703,753	23,109	—	Shares	Defined	2021-02-12
No filing history on record for this holder in this stock.