Position in MRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,229,691
+$416,384 QoQ
Shares Held
7,378
+57.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#650
of 1,495 holders
Holding Since
Dec 2022
14 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, 2026DOVER ADVISORS, LLC holds $2,650,275 across 3 Insurance Brokers names. MRSH ranks #1 (46.4% of the industry book) .
All Filings in MRSH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,691 | 7,378 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $813,307 | 4,689 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,368,766 | 7,378 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,649,119 | 8,183 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $678,221 | 3,102 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,288,234 | 5,279 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,141,491 | 5,374 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,203,347 | 5,394 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,136,623 | 5,394 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,111,056 | 5,394 | Shares | Sole | 2024-04-29 | |
| 2023-09-30 | $1,052,359 | 5,530 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,040,082 | 5,530 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $921,021 | 5,530 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $915,104 | 5,530 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||