NewEdge Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1633516
NEW ORLEANS, LA
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,118,789
-$3,369,793 QoQ
Shares Held
36,712
-32.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#377
of 1,495 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $25,043,317 across 7 Insurance Brokers names. MRSH ranks #3 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
121,921 | $7,821,232 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
33,623 | $7,718,832 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
36,712 | $6,118,789 | |
| 4 | AON |
Aon plc
|
6,898 | $2,287,997 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,805 | $994,512 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,475 | $92,365 | |
| 7 | ERIE |
Erie Indemnity Co
|
40 | $9,590 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,118,789 | 36,712 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,488,582 | 54,705 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $11,965,854 | 64,499 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,862,289 | 39,013 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $6,930,232 | 31,697 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,348,754 | 34,212 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,441,996 | 35,036 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,046,966 | 31,588 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,635,994 | 31,492 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $5,029,413 | 24,417 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,243,749 | 22,398 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,298,660 | 17,334 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,545,286 | 13,533 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,396,987 | 14,392 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,239,109 | 13,531 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,884,636 | 12,624 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,960,652 | 12,629 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,855,362 | 10,887 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,199,358 | 6,900 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $708,691 | 4,680 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $602,532 | 4,283 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $555,651 | 4,562 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $590,967 | 5,051 | Shares | Sole | 2021-01-27 | |
| 2020-06-30 | $618,129 | 5,757 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $449,592 | 5,200 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||