Cresset Asset Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1761013
Chicago, IL
Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,508,216
+$37,074 QoQ
Shares Held
15,049
+5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#514
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $62,771,540 across 8 Insurance Brokers names. MRSH ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
346,609 | $22,234,967 | |
| 2 | ARX |
Accelerant Holdings
|
1,839,620 | $21,560,346 | |
| 3 | ERIE |
Erie Indemnity Co
|
22,391 | $5,368,242 | |
| 4 | AON |
Aon plc
|
15,577 | $5,166,735 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
19,882 | $4,564,310 | |
| 6 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
15,049 | $2,508,216 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
25,616 | $967,260 | |
| 8 | WTW |
Willis Towers Watson PLC
|
1,536 | $401,464 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,508,216 | 15,049 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,471,142 | 14,247 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,425,117 | 13,072 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,271,041 | 11,269 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $2,174,812 | 9,947 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $4,183,650 | 17,144 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,781,322 | 17,802 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,656,896 | 43,287 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,179,172 | 43,561 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,121,173 | 39,427 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,604,924 | 34,860 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,411,777 | 33,693 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,510,201 | 34,614 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,185,502 | 7,118 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,643,878 | 9,934 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $993,674 | 6,656 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,919,511 | 12,364 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,446,549 | 14,356 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,607,300 | 15,000 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,663,912 | 10,988 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,406,659 | 9,999 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,756,965 | 14,425 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,591,785 | 13,605 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,558,773 | 13,590 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,433,174 | 13,348 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $1,060,258 | 12,263 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||