Position in MRSH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,827,383
+$223,171 QoQ
Shares Held
64,963
+6.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#300
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Ethic Inc. holds $33,140,291 across 6 Insurance Brokers names. MRSH ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
64,963 | $10,827,383 | |
| 2 | AON |
Aon plc
|
28,421 | $9,426,961 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
28,859 | $6,625,160 | |
| 4 | WTW |
Willis Towers Watson PLC
|
13,202 | $3,450,606 | |
| 5 | BRO |
Brown & Brown, Inc.
|
40,562 | $2,602,052 | |
| 6 | CRVL |
Corvel Corp
|
3,329 | $208,129 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,827,383 | 64,963 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $10,604,212 | 61,137 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,363,471 | 61,252 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,469,265 | 61,873 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $14,972,248 | 68,479 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $17,766,604 | 72,805 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,352,331 | 67,569 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,396,442 | 55,567 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,642,644 | 64,743 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,445,690 | 55,567 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,169,044 | 53,671 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,495,425 | 55,152 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,255,690 | 70,479 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,556,737 | 69,389 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,666,514 | 58,415 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,997,017 | 53,567 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,873,814 | 50,717 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,719,660 | 39,430 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,343,052 | 30,739 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,083,764 | 26,968 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,061,478 | 21,762 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,738,086 | 14,270 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,119,807 | 9,571 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $996,743 | 8,690 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $860,355 | 8,013 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $716,753 | 8,290 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||