Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,905,110
-$19,799,867 QoQ
Shares Held
83,429
-57.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#270
of 1,502 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $61,212,179 across 9 Insurance Brokers names. MRSH ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
101,454 | $33,651,276 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
83,429 | $13,905,110 | |
| 3 | WTW |
Willis Towers Watson PLC
|
18,842 | $4,924,733 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
20,527 | $4,712,383 | |
| 5 | CRVL |
Corvel Corp
|
29,783 | $1,862,033 | |
| 6 | ERIE |
Erie Indemnity Co
|
5,303 | $1,271,394 | |
| 7 | TREE |
LendingTree, Inc.
|
13,457 | $596,010 | |
| 8 | SLQT |
SelectQuote, Inc.
|
216,933 | $182,440 |
All Filings in MRSH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,905,110 | 83,429 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $33,704,977 | 194,321 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,768,875 | 79,608 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,798,017 | 28,770 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,945,635 | 22,620 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $11,357,643 | 46,542 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,182,032 | 38,520 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,309,320 | 32,764 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $6,392,191 | 30,335 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,863,425 | 28,466 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,039,333 | 26,597 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,751,219 | 24,967 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $4,543,071 | 24,155 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $3,661,934 | 21,987 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $3,723,796 | 22,503 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $3,111,501 | 20,842 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,411,343 | 15,532 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,887,741 | 11,077 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,674,059 | 9,631 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,335,915 | 8,822 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $1,139,226 | 8,098 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $763,441 | 6,268 | Shares | Other | 2021-05-04 | |
| 2020-09-30 | $583,707 | 5,089 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $257,902 | 2,402 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $568,473 | 6,575 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||