Swiss Life Asset Management Ltd

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1637689 Zurich, V8

Position in MRSH

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$25,690,025

+$729,794 QoQ

Shares Held

148,112

+10.1% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Swiss Life Asset Management Ltd holds $42,779,590 across 5 Insurance Brokers names. MRSH ranks #1 (60.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	148,112	$25,690,025
2	ERIE	Erie Indemnity Co	32,950	$8,280,664
3	AJG	Arthur J. Gallagher & Co.	31,006	$6,715,278
4	BRO	Brown & Brown, Inc.	28,317	$1,846,551
5	CRVL	Corvel Corp	4,521	$247,072

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,690,025	148,112	+10.1%	Shares	Sole	2026-05-14
2025-12-31	$24,960,231	134,542	+9.5%	Shares	Defined	2026-02-04
2025-09-30	$24,766,827	122,894	+5.9%	Shares	Sole	2025-12-02
2025-06-30	$25,369,673	116,034	+38.4%	Shares	Defined	2025-12-02
2025-03-31	$20,459,230	83,839	+26.1%	Shares	Defined	2025-12-02
2024-12-31	$14,123,140	66,490	+28.2%	Shares	Defined	2025-12-09
2024-09-30	$11,572,347	51,873	-8.3%	Shares	Sole	2025-12-09
2024-06-30	$11,914,951	56,544	+28.8%	Shares	Sole	2025-12-09
2024-03-31	$9,041,698	43,896	-65.6%	Shares	Sole	2025-12-09
2023-12-31	$24,160,266	127,515	-15.4%	Shares	Defined	2025-12-09
2023-09-30	$28,672,880	150,672	+11.0%	Shares	Sole	2025-12-09
2023-06-30	$25,527,533	135,727	+25.8%	Shares	Defined	2025-12-09
2023-03-31	$17,971,077	107,902	+5.2%	Shares	Sole	2025-12-09
2022-12-31	$16,976,758	102,591	-7.3%	Shares	Defined	2025-12-09
2022-09-30	$16,513,862	110,616	-15.5%	Shares	Defined	2025-12-09
2022-06-30	$20,324,398	130,914	+21.3%	Shares	Sole	2025-12-09
2022-03-31	$18,385,249	107,882	+1.7%	Shares	Defined	2025-12-09
2021-12-31	$18,447,516	106,130	+18.0%	Shares	Sole	2025-12-29
2021-09-30	$13,618,856	89,935	+22.5%	Shares	Defined	2025-12-29
2021-06-30	$10,324,786	73,392	-15.0%	Shares	Defined	2025-12-29
2021-03-31	$10,511,826	86,304	+12.9%	Shares	Defined	2025-12-29
2020-12-31	$8,942,544	76,432	-65.7%	Shares	Sole	2025-12-29
2020-09-30	$25,525,796	222,544	-2.8%	Shares	Sole	2025-12-29
2020-06-30	$24,582,360	228,950	-14.9%	Shares	Sole	2025-12-29
2020-03-31	$23,269,757	269,139	—	Shares	Sole	2025-12-29
No filing history on record for this holder in this stock.