Position in MRSH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$264,170
-$67,639 QoQ
Shares Held
1,585
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,083
of 1,500 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Optas, LLC holds $539,803 across 2 Insurance Brokers names. MRSH ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
831 | $275,633 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,585 | $264,170 |
All Filings in MRSH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,170 | 1,585 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $331,809 | 1,913 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $339,315 | 1,829 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $367,387 | 1,823 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $436,841 | 1,998 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $494,403 | 2,026 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $439,686 | 2,070 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $433,462 | 1,943 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $397,206 | 1,885 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $387,241 | 1,880 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $346,160 | 1,827 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $337,971 | 1,776 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $329,327 | 1,751 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $286,797 | 1,722 | Shares | Other | 2023-04-18 | |
| 2022-12-31 | $270,889 | 1,637 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $241,699 | 1,619 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $246,226 | 1,586 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $250,005 | 1,467 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $244,738 | 1,408 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $210,336 | 1,389 | Shares | Other | 2021-10-14 | |
| 2020-09-30 | $302,346 | 2,636 | Shares | Other | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||