Position in MRSH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,048,686
+$42,852 QoQ
Shares Held
6,292
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#685
of 1,495 holders
Holding Since
Jun 2025
5 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, 2026NOVEM GROUP holds $2,184,723 across 2 Insurance Brokers names. MRSH ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
3,425 | $1,136,037 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
6,292 | $1,048,686 |
All Filings in MRSH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,048,686 | 6,292 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $1,005,834 | 5,799 | Shares | Defined | 2026-04-13 | |
| 2025-12-31 | $1,013,680 | 5,464 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $796,444 | 3,952 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $823,178 | 3,765 | Shares | Other | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||