Position in MRSH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$588,510
-$23,941 QoQ
Shares Held
3,531
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#826
of 1,500 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $2,610,383 across 4 Insurance Brokers names. MRSH ranks #2 (22.5% of the industry book) .
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,510 | 3,531 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $612,451 | 3,531 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $655,070 | 3,531 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $791,408 | 3,927 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $790,601 | 3,616 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $882,412 | 3,616 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $768,074 | 3,616 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $817,847 | 3,666 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $853,625 | 4,051 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $714,956 | 3,471 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $663,523 | 3,502 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $668,714 | 3,514 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $665,614 | 3,539 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $575,596 | 3,456 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $571,898 | 3,456 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $573,870 | 3,844 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $562,005 | 3,620 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $619,646 | 3,636 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $632,008 | 3,636 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $570,285 | 3,766 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $529,800 | 3,766 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $462,840 | 3,800 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $444,600 | 3,800 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $435,860 | 3,800 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $408,005 | 3,800 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $328,547 | 3,800 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||