NEOS Investment Management LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2001019
Westport, CT
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,119,595
+$915,653 QoQ
Shares Held
78,716
+11.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#276
of 1,495 holders
Holding Since
Sep 2023
12 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, 2026NEOS Investment Management LLC holds $41,952,555 across 6 Insurance Brokers names. MRSH ranks #1 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
78,716 | $13,119,595 | |
| 2 | AON |
Aon plc
|
34,465 | $11,431,695 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
41,756 | $9,585,924 | |
| 4 | WTW |
Willis Towers Watson PLC
|
14,890 | $3,891,799 | |
| 5 | BRO |
Brown & Brown, Inc.
|
47,517 | $3,048,215 | |
| 6 | ERIE |
Erie Indemnity Co
|
3,651 | $875,327 |
All Filings in MRSH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,119,595 | 78,716 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,203,942 | 70,360 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,690,123 | 68,403 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $12,687,118 | 62,954 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,182,442 | 41,998 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $8,072,999 | 33,082 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,697,261 | 26,822 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,596,992 | 20,606 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,486,573 | 16,546 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,382,364 | 11,566 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,322,879 | 6,982 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $991,652 | 5,211 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||