Vise Technologies, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1812090
NEW YORK, NY
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,211,397
+$123,120 QoQ
Shares Held
19,268
+8.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#476
of 1,500 holders
Holding Since
Mar 2022
17 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, 2026Vise Technologies, Inc. holds $8,009,791 across 6 Insurance Brokers names. MRSH ranks #1 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
19,268 | $3,211,397 | |
| 2 | AON |
Aon plc
|
4,945 | $1,640,207 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
6,282 | $1,442,158 | |
| 4 | BRO |
Brown & Brown, Inc.
|
13,539 | $868,526 | |
| 5 | WTW |
Willis Towers Watson PLC
|
1,685 | $440,408 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,698 | $407,095 |
All Filings in MRSH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,211,397 | 19,268 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,088,277 | 17,805 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,303,183 | 17,805 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,885,708 | 14,319 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,035,438 | 18,457 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $2,664,258 | 12,543 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,089,237 | 9,365 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,093,924 | 9,937 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,900,989 | 9,229 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,697,651 | 8,960 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $893,268 | 4,694 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $717,713 | 3,816 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $604,576 | 3,630 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $572,726 | 3,461 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $340,231 | 2,279 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $328,509 | 2,116 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $315,277 | 1,850 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||