Evelyn Partners Investment Management LLP
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2065206
London, X0
Position in MRSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,595,852
-$649,820 QoQ
Shares Held
14,966
-14.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $3,909,900 across 4 Insurance Brokers names. MRSH ranks #1 (66.4% of the industry book) .
All Filings in MRSH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,595,852 | 14,966 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,245,672 | 17,495 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,593,279 | 17,830 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,898,351 | 17,830 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $5,114,868 | 20,960 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $4,522,846 | 21,293 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||