Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$486,009
-$56,716 QoQ
Shares Held
2,916
-6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#875
of 1,495 holders
Holding Since
Mar 2025
5 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, 2026VestGen Advisors, LLC holds $3,853,038 across 3 Insurance Brokers names. MRSH ranks #3 (12.6% of the industry book) .
All Filings in MRSH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,009 | 2,916 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $542,725 | 3,129 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $305,721 | 1,517 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $287,074 | 1,313 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $378,246 | 1,550 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||