Pathstone Holdings, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in MRSH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$32,794,155

-$1,955,684 QoQ

Shares Held

196,761

-1.8% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#165

of 1,495 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $61,399,267 across 6 Insurance Brokers names. MRSH ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	196,761	$32,794,155
2	AON	Aon plc	40,897	$13,565,125
3	AJG	Arthur J. Gallagher & Co.	40,375	$9,268,887
4	WTW	Willis Towers Watson PLC	11,366	$2,970,730
5	BRO	Brown & Brown, Inc.	34,506	$2,213,558
6	CRVL	Corvel Corp	9,386	$586,812

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,794,155	196,761	-1.8%	Shares	Other	2026-08-13
2026-03-31	$34,749,839	200,345	-0.8%	Shares	Other	2026-05-11
2025-12-31	$37,486,169	202,060	-1.0%	Shares	Defined	2026-02-13
2025-09-30	$41,129,853	204,088	-1.2%	Shares	Sole	2025-11-13
2025-06-30	$45,147,409	206,492	-1.7%	Shares	Sole	2025-08-12
2025-03-31	$51,277,778	210,129	-1.3%	Shares	Other	2025-05-15
2024-12-31	$45,226,336	212,920	-1.6%	Shares	Other	2025-02-14
2024-09-30	$48,288,722	216,454	-1.5%	Shares	Defined	2024-11-07
2024-06-30	$46,307,194	219,757	-0.5%	Shares	Defined	2024-08-14
2024-03-31	$45,500,775	220,899	+11.2%	Shares	Sole	2024-05-13
2023-12-31	$37,654,129	198,734	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.