MATTERN CAPITAL MANAGEMENT, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1803227
LAKEWOOD, CO
Position in MRSH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,071,188
+$118,601 QoQ
Shares Held
6,427
+17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#681
of 1,495 holders
Holding Since
Mar 2024
10 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, 2026MATTERN CAPITAL MANAGEMENT, LLC holds $13,558,834 across 3 Insurance Brokers names. MRSH ranks #3 (7.9% of the industry book) .
All Filings in MRSH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,071,188 | 6,427 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $952,587 | 5,492 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $916,654 | 4,941 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $839,170 | 4,164 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $721,949 | 3,302 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $674,986 | 2,766 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $538,034 | 2,533 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $492,805 | 2,209 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $411,114 | 1,951 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $317,621 | 1,542 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||