Smartleaf Asset Management LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2010393
BOSTON, MA
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,440,195
-$58,586 QoQ
Shares Held
8,641
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#608
of 1,470 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $2,925,378 across 10 Insurance Brokers names. MRSH ranks #1 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
8,641 | $1,440,195 | |
| 2 | AON |
Aon plc
|
1,945 | $645,137 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,195 | $503,906 | |
| 4 | WTW |
Willis Towers Watson PLC
|
604 | $157,867 | |
| 5 | ERIE |
Erie Indemnity Co
|
454 | $108,846 | |
| 6 | BRO |
Brown & Brown, Inc.
|
821 | $52,667 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
193 | $9,360 | |
| 8 | CRVL |
Corvel Corp
|
103 | $6,439 |
All Filings in MRSH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,440,195 | 8,641 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,498,781 | 8,641 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,589,535 | 8,568 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,725,096 | 8,560 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,396,235 | 6,386 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,702,109 | 6,975 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,379,390 | 6,494 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,199,554 | 5,377 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $839,508 | 3,984 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $667,993 | 3,243 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $454,538 | 2,399 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||