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Equibles

UBS Group AG

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1610520 ZURICH, V8
Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$600,599,008
-$218,274,222 QoQ
Shares Held
3,603,522
-23.7% QoQ
Ownership
0.755%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#29
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 36% Shared 0% None 64%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Derivatives in MRSH

reported options exposure · as of Mar 31, 2026
CallValue
$0
CallShares
0
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 Jun 30, 2026

UBS Group AG holds $1,404,409,759 across 20 Insurance Brokers names. MRSH ranks #1 (42.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
This page 		3,603,522 $600,599,008
2 AON
Aon plc
 822,267 $272,737,738
3 AJG
Arthur J. Gallagher & Co.
 1,064,498 $244,376,803
4 BRO
Brown & Brown, Inc.
 1,691,851 $108,532,239
5 WTW
Willis Towers Watson PLC
 277,095 $72,424,319
6 BWIN
Baldwin Insurance Group, Inc.
 1,641,349 $43,627,056
7 ERIE
Erie Indemnity Co
 120,677 $28,932,309
8 LIFE
Ethos Technologies Inc.
 417,412 $7,571,853

All Filings in MRSH

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $600,599,008 3,603,522
2026-03-31 $919,285 5,300
2026-03-31 $818,873,230 4,721,091
2025-12-31 $702,650,501 3,787,465
2025-12-31 $983,256 5,300
2025-09-30 $857,584,710 4,255,370
2025-09-30 $2,962,491 14,700
2025-06-30 $3,345,192 15,300
2025-06-30 $43,728 200
2025-06-30 $992,561,972 4,539,709
2025-03-31 $1,157,880,373 4,744,828
2024-12-31 $1,062,050 5,000
2024-12-31 $908,599,486 4,277,574
2024-09-30 $915,050,255 4,101,709
2024-09-30 $2,119,355 9,500
2024-09-30 $1,115,450 5,000
2024-06-30 $828,490,345 3,931,712
2024-06-30 $1,053,600 5,000
2024-06-30 $2,001,840 9,500
2024-03-31 $736,700,442 3,576,563
2024-03-31 $926,910 4,500
2023-12-31 $658,407,297 3,474,995
2023-09-30 $603,166,314 3,169,555
2023-06-30 $470,200 2,500
2023-06-30 $470,200 2,500
2023-06-30 $635,672,404 3,379,798
2023-03-31 $416,375 2,500
2023-03-31 $532,682,688 3,198,335
2023-03-31 $416,375 2,500
2022-12-31 $148,932 900
2022-12-31 $508,630,743 3,073,669
2022-09-30 $194,077 1,300
2022-09-30 $448,015,853 3,000,977
2022-06-30 $186,300 1,200
2022-06-30 $489,346,600 3,151,991
2022-03-31 $522,950,978 3,068,601
2022-03-31 $170,420 1,000
2021-12-31 $519,196,165 2,986,976
2021-12-31 $260,730 1,500
2021-09-30 $227,145 1,500
2021-09-30 $479,974,795 3,169,615
2021-06-30 $196,952 1,400
2021-06-30 $483,855,494 3,439,405
2021-03-31 $556,800,416 4,571,432
2021-03-31 $60,900 500
2020-12-31 $222,300 1,900
2020-12-31 $578,041,776 4,940,528
2020-09-30 $137,640 1,200
2020-09-30 $545,174,948 4,753,051
2020-06-30 $10,737 100

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