Crews Bank & Trust
BankPosition in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2052279
PORT CHARLOTTE, FL
Position in MRSH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,500
-$264 QoQ
Shares Held
39
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,409
of 1,493 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, 2026Crews Bank & Trust holds $10,811 across 2 Insurance Brokers names. MRSH ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
39 | $6,500 | |
| 2 | AON |
Aon plc
|
13 | $4,311 |
All Filings in MRSH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,500 | 39 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,764 | 39 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,235 | 39 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,859 | 39 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,526 | 39 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $9,517 | 39 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,283 | 39 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||