Caprock Group, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1610769 BOISE, ID

Position in MRSH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,625,552

+$473,732 QoQ

Shares Held

15,753

+27.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#504

of 1,495 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caprock Group, LLC holds $12,608,889 across 4 Insurance Brokers names. MRSH ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	33,354	$7,657,077
2	MRSH	Marsh & Mclennan Companies, Inc. This page	15,753	$2,625,552
3	AON	Aon plc	4,989	$1,654,801
4	WTW	Willis Towers Watson PLC	2,569	$671,459

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,625,552	15,753	+27.0%	Shares	Sole	2026-07-27
2026-03-31	$2,151,820	12,406	-4.3%	Shares	Sole	2026-05-11
2025-12-31	$2,404,339	12,960	-15.5%	Shares	Sole	2026-01-28
2025-09-30	$3,091,671	15,341	+6.8%	Shares	Sole	2025-11-06
2025-03-31	$3,504,270	14,360	+5.8%	Shares	Sole	2025-05-15
2024-12-31	$2,881,978	13,568	+2.3%	Shares	Sole	2025-01-23
2024-09-30	$2,959,735	13,267	+5.1%	Shares	Sole	2024-11-07
2024-06-30	$2,658,864	12,618	+129.2%	Shares	Sole	2024-08-06
2024-03-31	$1,133,919	5,505	+12.6%	Shares	Sole	2024-04-29
2023-12-31	$925,939	4,887	-10.2%	Shares	Sole	2024-01-18
2023-09-30	$1,035,612	5,442	-23.5%	Shares	Sole	2023-10-18
2023-06-30	$1,338,189	7,115	+9.9%	Shares	Sole	2023-08-10
2023-03-31	$1,078,411	6,475	+8.5%	Shares	Sole	2023-04-26
2022-12-31	$987,750	5,969	+6.2%	Shares	Sole	2023-01-23
2022-09-30	$839,457	5,623	-6.5%	Shares	Sole	2022-11-07
2022-06-30	$933,828	6,015	+32.8%	Shares	Sole	2022-07-26
2022-03-31	$771,661	4,528	+10.0%	Shares	Sole	2022-04-12
2021-12-31	$715,790	4,118	+20.0%	Shares	Sole	2022-01-18
2021-09-30	$519,556	3,431	+7.0%	Shares	Sole	2021-10-07
2021-06-30	$451,301	3,208	+2.5%	Shares	Sole	2021-08-13
2021-03-31	$381,112	3,129	+10.5%	Shares	Sole	2021-04-29
2020-12-31	$331,344	2,832	-13.8%	Shares	Sole	2021-01-29
2020-09-30	$377,018	3,287	+7.5%	Shares	Sole	2020-10-29
2020-06-30	$328,444	3,059	+2.4%	Shares	Sole	2020-08-05
2020-03-31	$258,169	2,986	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.