Position in MRSH
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$398,007
-$12,549 QoQ
Shares Held
2,388
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#921
of 1,470 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Grove Bank & Trust holds $683,591 across 5 Insurance Brokers names. MRSH ranks #1 (58.2% of the industry book) .
All Filings in MRSH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,007 | 2,388 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $410,556 | 2,367 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $210,008 | 1,132 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $238,813 | 1,185 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $259,088 | 1,185 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $299,912 | 1,229 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $261,051 | 1,229 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $249,191 | 1,117 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $213,248 | 1,012 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $212,983 | 1,034 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $195,911 | 1,034 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $205,333 | 1,079 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $175,478 | 933 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $159,554 | 958 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $154,392 | 933 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||