Position in MRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,833
-$2,715 QoQ
Shares Held
119
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,348
of 1,495 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $250,753 across 9 Insurance Brokers names. MRSH ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRVL |
Corvel Corp
|
1,317 | $82,338 | |
| 2 | BRO |
Brown & Brown, Inc.
|
828 | $53,116 | |
| 3 | AON |
Aon plc
|
114 | $37,812 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
159 | $36,501 | |
| 5 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
119 | $19,833 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
274 | $13,289 | |
| 7 | WTW |
Willis Towers Watson PLC
|
30 | $7,841 | |
| 8 | CRD-A |
Crawford & Co
|
2 | $22 |
All Filings in MRSH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,833 | 119 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $22,548 | 130 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $38,217 | 206 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,948 | 228 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $52,254 | 239 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $57,591 | 236 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $49,066 | 231 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $39,933 | 179 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $36,243 | 172 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $35,222 | 171 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $32,778 | 173 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $32,351 | 170 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,161 | 171 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $66,453 | 399 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $78,768 | 476 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $61,656 | 413 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $141,588 | 912 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $155,423 | 912 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $85,519 | 492 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||