Sanctuary Advisors, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1777271
INDIANAPOLIS, IN
Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,616,585
-$2,442,170 QoQ
Shares Held
75,698
-12.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#278
of 1,495 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Sanctuary Advisors, LLC holds $33,468,505 across 6 Insurance Brokers names. MRSH ranks #1 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
75,698 | $12,616,585 | |
| 2 | BRO |
Brown & Brown, Inc.
|
161,198 | $10,340,851 | |
| 3 | AON |
Aon plc
|
17,025 | $5,647,022 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
17,311 | $3,974,086 | |
| 5 | WTW |
Willis Towers Watson PLC
|
2,336 | $610,560 | |
| 6 | CRVL |
Corvel Corp
|
4,469 | $279,401 |
All Filings in MRSH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,616,585 | 75,698 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,058,755 | 86,819 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $16,077,163 | 86,660 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $17,251,774 | 85,604 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $18,389,591 | 84,109 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $20,889,944 | 85,604 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $18,649,173 | 87,798 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $19,057,240 | 85,424 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $17,251,857 | 81,871 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||