Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,960,492
+$4,247,606 QoQ
Shares Held
47,762
+187.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#350
of 1,500 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Derivatives in MRSH
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$2,364,754
PutShares
10,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Interval Partners, LP holds $30,986,670 across 5 Insurance Brokers names. MRSH ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
58,066 | $13,330,211 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
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|
47,762 | $7,960,492 | |
| 3 | BRO |
Brown & Brown, Inc.
|
108,432 | $6,955,912 | |
| 4 | WTW |
Willis Towers Watson PLC
|
8,421 | $2,200,996 | |
| 5 | NP |
Neptune Insurance Holdings Inc.
|
17,113 | $539,059 |
All Filings in MRSH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,960,492 | 47,762 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $3,712,886 | 16,643 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $2,364,754 | 10,600 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $9,783,729 | 46,430 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,138,368 | 54,075 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,801,973 | 35,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,836 | 120 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $3,226,324 | 17,154 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,353,848 | 44,154 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,339,556 | 14,138 | Shares | Sole | 2023-02-14 | |
| 2020-03-31 | $2,593,800 | 30,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||