Perpetual Ltd
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1647273
SYDNEY, NEW SOUTH WALES, C3
Position in MRSH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$658,679
-$25,407 QoQ
Shares Held
3,952
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#793
of 1,495 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Perpetual Ltd holds $1,631,525 across 2 Insurance Brokers names. MRSH ranks #2 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,933 | $972,846 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
3,952 | $658,679 |
All Filings in MRSH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,679 | 3,952 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $684,086 | 3,944 | Shares | Defined | 2026-04-14 | |
| 2025-12-31 | $208,153 | 1,122 | Shares | Sole | 2026-01-20 | |
| 2025-03-31 | $292,836 | 1,200 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $254,892 | 1,200 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $267,708 | 1,200 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $252,864 | 1,200 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $227,364 | 1,200 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $228,360 | 1,200 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $225,696 | 1,200 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||