Capital Group Private Client Services, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1857666
Los Angeles, CA
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,816,689
-$2,694,814 QoQ
Shares Held
106,898
-9.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#240
of 1,495 holders
Holding Since
Sep 2021
20 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, 2026Capital Group Private Client Services, Inc. holds $28,984,065 across 3 Insurance Brokers names. MRSH ranks #1 (61.5% of the industry book) .
All Filings in MRSH
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,816,689 | 106,898 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $20,511,503 | 118,256 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $33,063,559 | 178,221 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $36,969,469 | 183,444 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $163,714,133 | 748,784 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $187,330,849 | 767,655 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $168,526,094 | 793,400 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $175,189,899 | 785,288 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $169,616,324 | 804,937 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $156,453,344 | 759,556 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $157,044,104 | 828,860 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $162,433,609 | 853,566 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $165,326,457 | 879,022 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $148,823,916 | 893,569 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $151,389,708 | 914,852 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $140,421,278 | 940,594 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $147,959,304 | 953,039 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $164,278,233 | 963,961 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $166,395,973 | 957,289 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $146,619,220 | 968,231 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||