Position in MRSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$75,834
-$34,797 QoQ
Shares Held
455
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,253
of 1,502 holders
Holding Since
Mar 2021
16 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, 2026State of Wyoming holds $2,530,206 across 7 Insurance Brokers names. MRSH ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRVL |
Corvel Corp
|
14,246 | $890,659 | |
| 2 | TREE |
LendingTree, Inc.
|
14,514 | $642,825 | |
| 3 | AON |
Aon plc
|
1,436 | $476,306 | |
| 4 | WTW |
Willis Towers Watson PLC
|
875 | $228,698 | |
| 5 | ARX |
Accelerant Holdings
|
10,943 | $128,251 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
2,782 | $87,633 | |
| 7 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
455 | $75,834 |
All Filings in MRSH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,834 | 455 | Shares | Sole | 2026-08-06 | |
| 2025-06-30 | $110,631 | 506 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $72,476 | 297 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $31,608 | 150 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $32,544 | 158 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $83,366 | 440 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $38,180 | 203 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $67,619 | 406 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $34,419 | 208 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $28,812 | 193 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,059 | 97 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $221,546 | 1,300 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $135,058 | 777 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $77,229 | 510 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $23,212 | 165 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $65,284 | 536 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||