Position in MRSH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,925,998
+$501,238 QoQ
Shares Held
107,554
+7.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#239
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026AE Wealth Management LLC holds $23,996,612 across 7 Insurance Brokers names. MRSH ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
107,554 | $17,925,998 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
8,332 | $1,912,754 | |
| 3 | BRO |
Brown & Brown, Inc.
|
22,062 | $1,415,257 | |
| 4 | ERIE |
Erie Indemnity Co
|
5,220 | $1,251,481 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,303 | $601,925 | |
| 6 | AON |
Aon plc
|
1,805 | $598,690 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
5,990 | $290,507 |
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,925,998 | 107,554 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $17,424,760 | 100,460 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $18,676,643 | 100,672 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,261,968 | 6,262 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $865,583 | 3,959 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $857,271 | 3,513 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $638,712 | 3,007 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $710,983 | 3,187 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $604,341 | 2,868 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $534,721 | 2,596 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,549,864 | 8,180 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,733,659 | 14,365 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,701,016 | 14,361 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,299,389 | 13,806 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,927,502 | 23,734 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,376,846 | 15,921 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,746,217 | 17,689 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,846,354 | 16,702 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,374,381 | 13,660 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,781,271 | 11,763 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,654,537 | 11,761 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,419,213 | 11,652 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $449,514 | 3,842 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $913,356 | 7,963 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,275,555 | 11,880 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $606,689 | 7,017 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||