Position in MRSH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,165,356
+$85,283 QoQ
Shares Held
6,992
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#663
of 1,495 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $3,701,607 across 6 Insurance Brokers names. MRSH ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
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|
6,992 | $1,165,356 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,587 | $823,467 | |
| 3 | BRO |
Brown & Brown, Inc.
|
10,861 | $696,733 | |
| 4 | ERIE |
Erie Indemnity Co
|
1,529 | $366,577 | |
| 5 | AON |
Aon plc
|
1,018 | $337,660 | |
| 6 | WTW |
Willis Towers Watson PLC
|
1,193 | $311,814 |
All Filings in MRSH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,356 | 6,992 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,080,073 | 6,227 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,098,092 | 5,919 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,341,182 | 6,655 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,980,281 | 13,631 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,739,689 | 7,129 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $302,896 | 1,426 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $264,807 | 1,187 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,577,203 | 31,213 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,214,416 | 30,170 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||