Position in MRSH
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$9,422,521
-$920,996 QoQ
Shares Held
56,534
-5.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#322
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, 2026CX Institutional holds $11,628,255 across 6 Insurance Brokers names. MRSH ranks #1 (81.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
56,534 | $9,422,521 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,651 | $608,590 | |
| 3 | AON |
Aon plc
|
1,765 | $585,432 | |
| 4 | WTW |
Willis Towers Watson PLC
|
1,500 | $392,055 | |
| 5 | BRO |
Brown & Brown, Inc.
|
6,053 | $388,299 | |
| 6 | ERIE |
Erie Indemnity Co
|
965 | $231,358 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,422,521 | 56,534 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $10,343,517 | 59,634 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $7,620,790 | 41,078 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,881,838 | 39,110 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,770,028 | 35,538 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $8,504,933 | 34,852 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,052,861 | 33,204 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,558,622 | 29,399 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $5,224,170 | 24,792 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $4,886,257 | 23,722 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,282,022 | 22,600 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,760,518 | 19,761 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,991,600 | 15,906 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,630,990 | 15,797 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,550,708 | 15,414 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,118,126 | 14,188 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,142,450 | 13,800 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,593,597 | 9,351 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,594,624 | 9,174 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,417,384 | 9,360 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,355,873 | 9,638 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,151,253 | 9,452 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,107,990 | 9,470 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,077,835 | 9,397 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $983,401 | 9,159 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $770,272 | 8,909 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||