Baird Financial Group, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1648711
MILWAUKEE, WI
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$50,457,841
-$2,905,958 QoQ
Shares Held
302,741
-1.6% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#131
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Baird Financial Group, Inc. holds $86,108,314 across 6 Insurance Brokers names. MRSH ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
302,741 | $50,457,841 | |
| 2 | BRO |
Brown & Brown, Inc.
|
179,480 | $11,513,641 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
46,221 | $10,610,954 | |
| 4 | AON |
Aon plc
|
31,867 | $10,569,964 | |
| 5 | WTW |
Willis Towers Watson PLC
|
9,910 | $2,590,176 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
7,541 | $365,738 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,457,841 | 302,741 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $53,363,799 | 307,661 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $58,047,908 | 312,893 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $65,108,095 | 323,069 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $70,833,237 | 323,972 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $77,262,825 | 316,612 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $68,067,631 | 320,454 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $70,334,475 | 315,274 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $65,816,915 | 312,343 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $63,325,460 | 307,435 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $56,962,638 | 300,642 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,534,483 | 102,651 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,856,126 | 94,939 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $44,877,729 | 269,455 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $42,380,750 | 256,108 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $37,916,523 | 253,979 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $34,492,823 | 222,176 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $36,941,431 | 216,767 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $36,213,136 | 208,337 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $30,457,417 | 201,132 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $27,804,838 | 197,646 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $22,722,276 | 186,554 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $27,522,846 | 235,238 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $26,521,736 | 231,227 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $24,079,332 | 224,265 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $17,298,310 | 200,073 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||