Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,874,362
+$820,447 QoQ
Shares Held
59,245
+13.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#314
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $29,618,537 across 16 Insurance Brokers names. MRSH ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
59,245 | $9,874,362 | |
| 2 | AON |
Aon plc
|
22,547 | $7,478,613 | |
| 3 | BRO |
Brown & Brown, Inc.
|
86,823 | $5,569,693 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
21,922 | $5,032,631 | |
| 5 | WTW |
Willis Towers Watson PLC
|
3,674 | $960,272 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,891 | $453,367 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
2,123 | $66,874 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
2,087 | $55,471 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,874,362 | 59,245 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,053,915 | 52,199 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,558,916 | 51,525 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $24,223,501 | 120,198 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $23,933,645 | 109,466 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $10,727,313 | 43,959 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $9,339,295 | 55,226 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $11,075,969 | 49,648 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,385,619 | 54,032 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,843,161 | 47,787 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $25,284,198 | 133,447 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $29,708,109 | 156,112 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $15,822,224 | 84,125 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $14,515,325 | 87,153 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,172,363 | 85,644 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $11,176,591 | 74,865 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,003,650 | 70,877 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $11,455,798 | 67,221 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $10,970,124 | 63,112 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $8,607,125 | 56,839 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $8,291,113 | 58,936 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $7,291,431 | 59,864 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,013,097 | 59,941 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,471,139 | 56,418 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,902,339 | 54,972 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,382,264 | 72,044 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||