BankPlus Trust Department
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2047270
JACKSON, MS
Position in MRSH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,666
-$48,114 QoQ
Shares Held
10
-96.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,469
of 1,500 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $1,228,550 across 3 Insurance Brokers names. MRSH ranks #3 (0.1% of the industry book) .
All Filings in MRSH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,666 | 10 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $49,780 | 287 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,855 | 10 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,015 | 10 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,186 | 10 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,904 | 16 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,398 | 16 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||