Universal- Beteiligungs- und Servicegesellschaft mbH

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2057170 FRANKFURT AM MAIN, 2M

Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$85,776,882

-$10,604,599 QoQ

Shares Held

514,651

-7.4% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#100

of 1,500 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 97% Shared 3% None 0%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

Universal- Beteiligungs- und Servicegesellschaft mbH holds $175,576,543 across 8 Insurance Brokers names. MRSH ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	514,651	$85,776,882
2	AJG	Arthur J. Gallagher & Co.	261,632	$60,062,858
3	WTW	Willis Towers Watson PLC	51,340	$13,418,735
4	BRO	Brown & Brown, Inc.	103,529	$6,641,385
5	NP	Neptune Insurance Holdings Inc.	148,399	$4,674,568
6	ERIE	Erie Indemnity Co	10,396	$2,492,441
7	BWIN	Baldwin Insurance Group, Inc.	81,163	$2,157,312
8	CRVL	Corvel Corp	5,636	$352,362

All Filings in MRSH

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,776,882	514,651	-7.4%	Shares	Defined	2026-08-06
2026-03-31	$96,381,481	555,673	+3.1%	Shares	Defined	2026-05-11
2025-12-31	$99,982,479	538,931	+7.6%	Shares	Defined	2026-01-28
2025-09-30	$100,928,843	500,813	-1.2%	Shares	Defined	2025-10-30
2025-06-30	$110,830,802	506,910	-19.7%	Shares	Defined	2025-08-11
2025-03-31	$153,954,866	630,885	+12.8%	Shares	Defined	2025-05-06
2024-12-31	$118,749,084	559,056	—	Shares	Defined	2025-02-28
No filing history on record for this holder in this stock.