UBS Group AG

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1610520 ZURICH, V8

Back to MRSH Full portfolio

Position in MRSH

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$818,873,230

+$116,222,729 QoQ

Shares Held

4,721,091

+24.7% QoQ

Ownership

0.980%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 49.84485577592129.ToString("F0")% Shared 0.ToString("F0")% None 50.15514422407872.ToString("F0")%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Derivatives in MRSH

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$919,285

PutShares

5,300

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 Mar 31, 2026

UBS Group AG holds $1,618,633,693 across 19 Insurance Brokers names. MRSH ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	4,721,091	$818,873,230
2	AON	Aon plc	903,928	$291,769,877
3	AJG	Arthur J. Gallagher & Co.	989,174	$214,235,304
4	BRO	Brown & Brown, Inc.	1,855,365	$120,988,349
5	WTW	Willis Towers Watson PLC	281,850	$81,933,793
6	ERIE	Erie Indemnity Co	139,160	$34,972,297
7	BWIN	Baldwin Insurance Group, Inc.	1,266,825	$27,794,140
8	ARX	Accelerant Holdings	685,647	$9,160,243

All Filings in MRSH

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$919,285	5,300	-99.9%	Put	Defined	2026-05-05
2026-03-31	$818,873,230	4,721,091	+24.7%	Shares	Defined	2026-05-05
2025-12-31	$702,650,501	3,787,465	+71361.6%	Shares	Defined	2026-01-29
2025-12-31	$983,256	5,300	-99.9%	Put	Defined	2026-01-29
2025-09-30	$857,584,710	4,255,370	+28848.1%	Shares	Defined	2025-11-13
2025-09-30	$2,962,491	14,700	-3.9%	Put	Defined	2025-11-13
2025-06-30	$3,345,192	15,300	+7550.0%	Put	Defined	2025-08-14
2025-06-30	$43,728	200	-100.0%	Call	Defined	2025-08-14
2025-06-30	$992,561,972	4,539,709	-4.3%	Shares	Defined	2025-08-14
2025-03-31	$1,157,880,373	4,744,828	+94796.6%	Shares	Defined	2025-05-13
2024-12-31	$1,062,050	5,000	-99.9%	Call	Defined	2025-02-14
2024-12-31	$908,599,486	4,277,574	+4.3%	Shares	Defined	2025-02-14
2024-09-30	$915,050,255	4,101,709	+43075.9%	Shares	Defined	2024-11-14
2024-09-30	$2,119,355	9,500	+90.0%	Put	Defined	2024-11-14
2024-09-30	$1,115,450	5,000	-99.9%	Call	Defined	2024-11-14
2024-06-30	$828,490,345	3,931,712	+78534.2%	Shares	Defined	2024-08-14
2024-06-30	$1,053,600	5,000	-47.4%	Call	Defined	2024-08-14
2024-06-30	$2,001,840	9,500	-99.7%	Put	Defined	2024-08-14
2024-03-31	$736,700,442	3,576,563	+79379.2%	Shares	Defined	2024-05-13
2024-03-31	$926,910	4,500	-99.9%	Put	Defined	2024-05-13
2023-12-31	$658,407,297	3,474,995	+9.6%	Shares	Defined	2024-02-09
2023-09-30	$603,166,314	3,169,555	+126682.2%	Shares	Defined	2023-11-09
2023-06-30	$470,200	2,500	0.0%	Call	Defined	2023-08-11
2023-06-30	$470,200	2,500	-99.9%	Put	Defined	2023-08-11
2023-06-30	$635,672,404	3,379,798	+135091.9%	Shares	Defined	2023-08-11
2023-03-31	$416,375	2,500	-99.9%	Call	Defined	2023-05-12
2023-03-31	$532,682,688	3,198,335	+127833.4%	Shares	Defined	2023-05-12
2023-03-31	$416,375	2,500	+177.8%	Put	Defined	2023-05-12
2022-12-31	$148,932	900	-100.0%	Put	Defined	2023-02-08
2022-12-31	$508,630,743	3,073,669	+236336.1%	Shares	Defined	2023-02-08
2022-09-30	$194,077	1,300	-100.0%	Put	Defined	2022-11-10
2022-09-30	$448,015,853	3,000,977	+249981.4%	Shares	Defined	2022-11-10
2022-06-30	$186,300	1,200	-100.0%	Put	Defined	2022-08-10
2022-06-30	$489,346,600	3,151,991	+2.7%	Shares	Defined	2022-08-10
2022-03-31	$522,950,978	3,068,601	+306760.1%	Shares	Defined	2022-05-16
2022-03-31	$170,420	1,000	-100.0%	Put	Defined	2022-05-16
2021-12-31	$519,196,165	2,986,976	+199031.7%	Shares	Defined	2022-02-14
2021-12-31	$260,730	1,500	0.0%	Put	Defined	2022-02-14
2021-09-30	$227,145	1,500	-100.0%	Put	Defined	2021-11-15
2021-09-30	$479,974,795	3,169,615	+226301.1%	Shares	Defined	2021-11-15
2021-06-30	$196,952	1,400	-100.0%	Put	Defined	2021-08-13
2021-06-30	$483,855,494	3,439,405	-24.8%	Shares	Defined	2021-08-13
2021-03-31	$556,800,416	4,571,432	+914186.4%	Shares	Defined	2021-05-12
2021-03-31	$60,900	500	-73.7%	Put	Defined	2021-05-12
2020-12-31	$222,300	1,900	-100.0%	Put	Defined	2021-02-11
2020-12-31	$578,041,776	4,940,528	+411610.7%	Shares	Defined	2021-02-11
2020-09-30	$137,640	1,200	-100.0%	Put	Defined	2020-11-12
2020-09-30	$545,174,948	4,753,051	+4752951.0%	Shares	Defined	2020-11-12
2020-06-30	$10,737	100	-100.0%	Put	Defined	2020-07-31
2020-06-30	$532,396,935	4,958,526	—	Shares	Defined	2020-07-31
No filing history on record for this holder in this stock.