Position in MRSH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,849,869
+$1,084,261 QoQ
Shares Held
11,099
+151.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#565
of 1,495 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $2,330,773 across 3 Insurance Brokers names. MRSH ranks #1 (79.4% of the industry book) .
All Filings in MRSH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,849,869 | 11,099 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $765,608 | 4,414 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $435,229 | 2,346 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $473,192 | 2,348 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $432,032 | 1,976 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $444,378 | 1,821 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $638,292 | 3,005 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $649,191 | 2,910 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $635,952 | 3,018 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $806,823 | 3,917 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $984,486 | 5,196 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||