Position in MRSH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$226,171
-$9,200 QoQ
Shares Held
1,357
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,143
of 1,495 holders
Holding Since
Mar 2024
10 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, 2026BFSG, LLC holds $4,236,070 across 3 Insurance Brokers names. MRSH ranks #3 (5.3% of the industry book) .
All Filings in MRSH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,171 | 1,357 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $235,371 | 1,357 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,235 | 39 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,859 | 39 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,526 | 39 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,517 | 39 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $8,283 | 39 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,700 | 39 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,218 | 39 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $8,033 | 39 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||