YOUSIF CAPITAL MANAGEMENT, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in MRSH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,376,000
-$1,609,516 QoQ
Shares Held
50,255
-12.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#44
of 402 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $37,059,197 across 8 Insurance Brokers names. MRSH ranks #1 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
50,255 | $8,376,000 | |
| 2 | AON |
Aon plc
|
22,100 | $7,330,349 | |
| 3 | BRO |
Brown & Brown, Inc.
|
104,748 | $6,719,584 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
24,727 | $5,676,577 | |
| 5 | ERIE |
Erie Indemnity Co
|
22,272 | $5,339,712 | |
| 6 | WTW |
Willis Towers Watson PLC
|
10,469 | $2,736,282 | |
| 7 | CRVL |
Corvel Corp
|
9,166 | $573,058 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
6,343 | $307,635 |
All Filings in MRSH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,376,000 | 50,255 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,985,516 | 57,570 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $11,090,200 | 59,779 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,835,042 | 63,688 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $14,733,275 | 67,386 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $16,594,528 | 68,002 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $14,549,447 | 68,497 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $15,665,825 | 70,222 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $14,982,192 | 71,100 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,687,609 | 71,306 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $13,776,742 | 72,712 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $14,402,855 | 75,685 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $14,733,246 | 78,335 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $12,908,624 | 77,506 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $13,486,620 | 81,500 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $11,876,915 | 79,556 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $12,674,920 | 81,642 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $14,434,062 | 84,697 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $14,814,157 | 85,227 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||