Vestmark Advisory Solutions, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1736982
Wakefield, MA
Position in MRSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,070,627
-$924,308 QoQ
Shares Held
46,530
-4.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.5946701053084.ToString("F0")%
Shared 18.405329894691597.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Vestmark Advisory Solutions, Inc. holds $17,871,125 across 6 Insurance Brokers names. MRSH ranks #1 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
46,530 | $8,070,627 | |
| 2 | WTW |
Willis Towers Watson PLC
|
12,988 | $3,775,611 | |
| 3 | AON |
Aon plc
|
7,941 | $2,563,195 | |
| 4 | CRVL |
Corvel Corp
|
31,113 | $1,700,325 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
5,244 | $1,135,743 | |
| 6 | BRO |
Brown & Brown, Inc.
|
9,594 | $625,624 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,070,627 | 46,530 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,994,935 | 48,485 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $4,000,974 | 19,853 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $4,659,655 | 21,312 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,117,342 | 25,068 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $2,493,905 | 11,741 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $2,600,113 | 11,655 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,492,185 | 11,827 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,459,401 | 11,940 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,283,871 | 12,054 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,400,253 | 12,613 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,184,236 | 27,564 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,489,687 | 26,957 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,229,833 | 25,561 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,989,680 | 20,026 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,583,670 | 16,642 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,970,906 | 11,565 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,719,253 | 9,891 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,489,314 | 9,835 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,438,030 | 10,222 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,211,666 | 9,948 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,119,222 | 9,566 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,057,189 | 9,217 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $860,785 | 8,017 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $542,536 | 6,275 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||