Vanguard Personalized Indexing Management, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1767306
OAKLAND, CA
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,801,216
-$311,898 QoQ
Shares Held
64,806
+1.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#295
of 1,470 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $36,412,358 across 9 Insurance Brokers names. MRSH ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
64,806 | $10,801,216 | |
| 2 | AON |
Aon plc
|
26,534 | $8,801,062 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
32,250 | $7,403,632 | |
| 4 | BRO |
Brown & Brown, Inc.
|
74,825 | $4,800,023 | |
| 5 | WTW |
Willis Towers Watson PLC
|
9,690 | $2,532,675 | |
| 6 | ERIE |
Erie Indemnity Co
|
5,491 | $1,316,467 | |
| 7 | CRVL |
Corvel Corp
|
11,626 | $726,857 | |
| 8 | EHTH |
eHealth, Inc.
|
10,495 | $15,637 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,801,216 | 64,806 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,113,114 | 64,071 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,792,578 | 63,565 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,008,971 | 59,589 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,745,081 | 67,440 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,560,782 | 59,668 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,025,379 | 56,614 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,258,349 | 54,948 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,219,920 | 48,500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,073,419 | 44,050 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,330,594 | 38,690 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,038,652 | 42,242 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,548,402 | 40,134 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,189,497 | 37,163 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,560,128 | 33,600 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,821,320 | 32,295 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,688,084 | 30,197 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,150,067 | 24,352 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,282,590 | 18,885 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,255,095 | 14,892 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,821,524 | 12,948 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $851,138 | 6,988 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $508,248 | 4,344 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $393,076 | 3,427 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $255,218 | 2,377 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||