OAKWORTH CAPITAL, INC.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1588871
BIRMINGHAM, AL
Position in MRSH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$31,000
-$1,261 QoQ
Shares Held
186
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,325
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $570,508 across 3 Insurance Brokers names. MRSH ranks #3 (5.4% of the industry book) .
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,000 | 186 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $32,261 | 186 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $34,506 | 186 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $17,130 | 85 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,584 | 85 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $20,742 | 85 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $18,054 | 85 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $18,962 | 85 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $17,911 | 85 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $17,508 | 85 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $16,104 | 85 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $16,175 | 85 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $15,986 | 85 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $14,156 | 85 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $14,065 | 85 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $12,689 | 85 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $13,196 | 85 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $14,485 | 85 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $14,774 | 85 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $17,868 | 118 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $16,600 | 118 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $17,052 | 140 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $16,380 | 140 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $16,058 | 140 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,905 | 55 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,755 | 55 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||