Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$645,512
-$1,021,385 QoQ
Shares Held
3,873
-56.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#802
of 1,500 holders
Holding Since
Dec 2022
8 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, 2026INCEPTIONR LLC holds $1,571,525 across 3 Insurance Brokers names. MRSH ranks #1 (41.1% of the industry book) .
All Filings in MRSH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,512 | 3,873 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $1,666,897 | 8,985 | Shares | Sole | 2026-02-11 | |
| 2024-12-31 | $1,906,167 | 8,974 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $809,147 | 3,627 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $393,627 | 1,911 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $305,236 | 1,611 | Shares | Sole | 2024-02-08 | |
| 2023-03-31 | $1,800,738 | 10,812 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $410,224 | 2,479 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||