Union Heritage Capital, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1862428
DETROIT, MI
Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,344,046
-$95,354 QoQ
Shares Held
14,064
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#527
of 1,495 holders
Holding Since
Mar 2021
22 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, 2026Union Heritage Capital, LLC holds $5,650,000 across 2 Insurance Brokers names. MRSH ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
9,967 | $3,305,954 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
14,064 | $2,344,046 |
All Filings in MRSH
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,344,046 | 14,064 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,439,400 | 14,064 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $2,609,153 | 14,064 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,834,317 | 14,064 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,074,952 | 14,064 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,432,037 | 14,064 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,987,334 | 14,064 | Shares | Sole | 2025-04-03 | |
| 2024-09-30 | $3,137,537 | 14,064 | Shares | Sole | 2025-01-10 | |
| 2024-06-30 | $2,963,566 | 14,064 | Shares | Sole | 2025-01-10 | |
| 2024-03-31 | $2,896,902 | 14,064 | Shares | Sole | 2025-01-08 | |
| 2023-12-31 | $2,273,640 | 12,000 | Shares | Sole | 2025-01-07 | |
| 2023-09-30 | $2,283,600 | 12,000 | Shares | Sole | 2025-01-06 | |
| 2023-06-30 | $2,256,960 | 12,000 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $1,998,600 | 12,000 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,985,760 | 12,000 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $1,791,480 | 12,000 | Shares | Sole | 2023-02-24 | |
| 2022-06-30 | $1,863,000 | 12,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,045,040 | 12,000 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,085,840 | 12,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,817,160 | 12,000 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,688,160 | 12,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,218,000 | 10,000 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||