NorthCrest Asset Manangement, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1893159
PLYMOUTH, MN
Position in MRSH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$390,674
-$780,460 QoQ
Shares Held
2,344
-65.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#946
of 1,495 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $3,138,189 across 3 Insurance Brokers names. MRSH ranks #3 (12.4% of the industry book) .
All Filings in MRSH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,674 | 2,344 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,171,134 | 6,752 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $850,794 | 4,586 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $672,908 | 3,339 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $413,885 | 1,893 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $285,515 | 1,170 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||