Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,466,696
-$3,007,860 QoQ
Shares Held
8,800
-63.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#611
of 1,495 holders
Holding Since
Mar 2024
4 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, 2026iSAM Funds (UK) Ltd holds $2,679,131 across 2 Insurance Brokers names. MRSH ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
8,800 | $1,466,696 | |
| 2 | BRO |
Brown & Brown, Inc.
|
18,900 | $1,212,435 |
All Filings in MRSH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,466,696 | 8,800 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $4,474,556 | 24,119 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $393,989 | 1,802 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $759,860 | 3,689 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||