Position in MRSH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$263,505
-$76,110 QoQ
Shares Held
1,581
-19.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,085
of 1,500 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026True North Advisors, LLC holds $674,468 across 2 Insurance Brokers names. MRSH ranks #2 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,239 | $410,963 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,581 | $263,505 |
All Filings in MRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,505 | 1,581 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $339,615 | 1,958 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $214,275 | 1,155 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||