Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,145,749
-$996,523 QoQ
Shares Held
24,874
-16.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#434
of 1,495 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Aviso Financial Inc. holds $4,913,943 across 2 Insurance Brokers names. MRSH ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
24,874 | $4,145,749 | |
| 2 | AON |
Aon plc
|
2,316 | $768,194 |
All Filings in MRSH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,145,749 | 24,874 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,142,272 | 29,647 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,024,438 | 27,083 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,182,142 | 25,714 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,805,547 | 26,553 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,367,718 | 26,094 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,712,953 | 22,188 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,116,010 | 18,450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,988,431 | 14,182 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||