Rockefeller Capital Management L.P.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1739439
NEW YORK, NY
Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,928,904
-$1,027,115 QoQ
Shares Held
71,572
-4.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#289
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $47,747,961 across 11 Insurance Brokers names. MRSH ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
71,572 | $11,928,904 | |
| 2 | CRVL |
Corvel Corp
|
150,104 | $9,384,500 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
30,798 | $7,070,295 | |
| 4 | BRO |
Brown & Brown, Inc.
|
97,491 | $6,254,046 | |
| 5 | WTW |
Willis Towers Watson PLC
|
20,504 | $5,359,129 | |
| 6 | AON |
Aon plc
|
12,226 | $4,055,240 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
129,339 | $3,437,830 | |
| 8 | ERIE |
Erie Indemnity Co
|
843 | $202,108 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,928,904 | 71,572 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,956,019 | 74,696 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,635,857 | 78,891 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $16,604,862 | 82,394 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $17,100,489 | 78,213 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $15,728,708 | 64,454 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,381,642 | 67,707 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $15,103,638 | 67,702 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,016,749 | 71,264 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $14,748,990 | 71,604 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,530,362 | 55,578 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,212,828 | 53,667 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,663,947 | 56,699 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,485,021 | 56,950 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $9,238,747 | 55,830 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $8,028,069 | 53,775 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $8,279,481 | 53,330 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,019,843 | 58,795 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $10,293,098 | 59,217 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,829,839 | 51,706 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,980,681 | 49,621 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $4,979,549 | 40,883 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $4,704,921 | 40,213 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,840,040 | 33,479 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,367,337 | 31,362 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,615,847 | 30,255 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||