Position in MRSH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,357,046
-$49,572 QoQ
Shares Held
14,142
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#525
of 1,495 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Blue Trust, Inc. holds $4,416,004 across 6 Insurance Brokers names. MRSH ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
14,142 | $2,357,046 | |
| 2 | WTW |
Willis Towers Watson PLC
|
1,968 | $514,376 | |
| 3 | AON |
Aon plc
|
1,476 | $489,573 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
2,070 | $475,209 | |
| 5 | ERIE |
Erie Indemnity Co
|
1,857 | $445,215 | |
| 6 | BRO |
Brown & Brown, Inc.
|
2,098 | $134,585 |
All Filings in MRSH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,357,046 | 14,142 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,406,618 | 13,875 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,009,319 | 16,221 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,499,366 | 17,364 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $3,868,615 | 17,694 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,316,890 | 17,690 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,568,487 | 16,800 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $4,479,869 | 20,081 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,681,278 | 17,470 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $3,115,446 | 15,125 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $2,990,972 | 15,786 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $2,892,369 | 15,199 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $2,354 | 14,135 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $2,797,206 | 16,795 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $2,501 | 16,754 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $2,291,302 | 15,348 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,308,412 | 14,869 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||