Position in MRSH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$960,685
+$476,066 QoQ
Shares Held
5,764
+106.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#132
of 402 holders
Holding Since
Mar 2024
10 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, 2026PFG Investments, LLC holds $1,848,896 across 3 Insurance Brokers names. MRSH ranks #1 (52.0% of the industry book) .
All Filings in MRSH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,685 | 5,764 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $484,619 | 2,794 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $326,144 | 1,758 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $343,004 | 1,702 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $383,494 | 1,754 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $575,422 | 2,358 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $433,741 | 2,042 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $538,316 | 2,413 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $514,788 | 2,443 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $483,847 | 2,349 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||