Lester Murray Antman dba SimplyRich
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1725888
CARLSBAD, CA
Position in MRSH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$941,600
-$38,912 QoQ
Shares Held
5,777
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#717
of 1,500 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, 2026Lester Murray Antman dba SimplyRich holds $2,137,579 across 3 Insurance Brokers names. MRSH ranks #1 (44.0% of the industry book) .
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941,600 | 5,777 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $980,512 | 5,653 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,065,441 | 5,743 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,157,789 | 5,745 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,283,635 | 5,871 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,523,235 | 6,242 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,325,863 | 6,242 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,369,772 | 6,140 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,227,865 | 5,827 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,189,328 | 5,774 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,083,010 | 5,716 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,087,564 | 5,715 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,074,877 | 5,715 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $951,167 | 5,711 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $945,056 | 5,711 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $852,595 | 5,711 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $888,806 | 5,725 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $984,686 | 5,778 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,033,186 | 5,944 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $892,074 | 5,891 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $815,944 | 5,800 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $669,900 | 5,500 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $635,427 | 5,431 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $622,935 | 5,431 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $583,126 | 5,431 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $458,929 | 5,308 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||