Corient Private Wealth LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1948780
MIAMI, FL
Position in MRSH
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$50,813,682
+$12,189,490 QoQ
Shares Held
304,876
+36.9% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#131
of 1,500 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 23%
Shared 3%
None 74%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $109,033,914 across 12 Insurance Brokers names. MRSH ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
304,876 | $50,813,682 | |
| 2 | AON |
Aon plc
|
73,158 | $24,265,776 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
96,002 | $22,039,178 | |
| 4 | CRVL |
Corvel Corp
|
50,913 | $3,183,080 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
56,935 | $2,761,347 | |
| 6 | BRO |
Brown & Brown, Inc.
|
40,150 | $2,575,622 | |
| 7 | WTW |
Willis Towers Watson PLC
|
7,845 | $2,050,447 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,014 | $482,856 |
All Filings in MRSH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,813,682 | 304,876 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $38,624,192 | 222,682 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $42,967,359 | 231,605 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $74,658,600 | 370,459 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $88,139,247 | 403,125 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $88,195,124 | 361,411 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $76,688,928 | 361,042 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $94,083,299 | 421,728 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $68,963,387 | 327,275 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $77,918,938 | 378,284 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $144,231,763 | 761,238 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $34,274,361 | 180,107 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $32,003,127 | 170,157 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $30,078,929 | 180,600 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $27,937,987 | 168,830 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||