Position in MRSH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$245,838
-$9,306 QoQ
Shares Held
1,475
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#232
of 361 holders
Holding Since
Dec 2021
19 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, 2026PFS Partners, LLC holds $1,546,536 across 5 Insurance Brokers names. MRSH ranks #2 (15.9% of the industry book) .
All Filings in MRSH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,838 | 1,475 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $255,144 | 1,471 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $272,714 | 1,470 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $296,249 | 1,470 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $321,400 | 1,470 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $349,939 | 1,434 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $304,595 | 1,434 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $319,911 | 1,434 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $302,172 | 1,434 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $295,375 | 1,434 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $271,699 | 1,434 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $272,890 | 1,434 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $269,706 | 1,434 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $238,832 | 1,434 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $237,298 | 1,434 | Shares | Sole | 2023-12-01 | |
| 2022-09-30 | $214,081 | 1,434 | Shares | Sole | 2023-12-01 | |
| 2022-06-30 | $222,628 | 1,434 | Shares | Sole | 2023-12-01 | |
| 2022-03-31 | $257,163 | 1,509 | Shares | Sole | 2023-12-01 | |
| 2021-12-31 | $263,163 | 1,514 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||