Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$163,804,940
-$74,750,384 QoQ
Shares Held
982,810
-28.5% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#73
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)
Derivatives in MRSH
reported options exposure · as of Dec 31, 2025CallValue
$14,285,040
CallShares
77,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BARCLAYS PLC holds $556,925,826 across 18 Insurance Brokers names. MRSH ranks #1 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
982,810 | $163,804,940 | |
| 2 | AON |
Aon plc
|
394,135 | $130,730,637 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
492,767 | $113,124,518 | |
| 4 | WTW |
Willis Towers Watson PLC
|
232,524 | $60,774,796 | |
| 5 | BRO |
Brown & Brown, Inc.
|
770,928 | $49,455,029 | |
| 6 | ERIE |
Erie Indemnity Co
|
143,828 | $34,482,761 | |
| 7 | CRD-A |
Crawford & Co
|
127,547 | $1,437,448 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
23,523 | $1,140,865 |
All Filings in MRSH
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,804,940 | 982,810 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $238,555,324 | 1,375,355 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $271,286,080 | 1,462,301 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $14,285,040 | 77,000 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $443,844,026 | 2,202,372 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $339,850,734 | 1,554,385 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $516,980,969 | 2,118,514 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $531,596,593 | 2,502,691 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $499,201,353 | 2,237,668 | Shares | Sole | 2026-03-31 | |
| 2024-09-30 | $2,877,861 | 12,900 | Call | Sole | 2026-03-31 | |
| 2024-06-30 | $473,679,593 | 2,247,910 | Shares | Sole | 2026-03-23 | |
| 2024-06-30 | $2,718,288 | 12,900 | Call | Sole | 2026-03-23 | |
| 2024-03-31 | $489,476,658 | 2,376,331 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $314,144,100 | 1,658,015 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $288,700,704 | 1,517,082 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $293,613,942 | 1,561,112 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $139,729,120 | 838,962 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $215,624,078 | 1,303,022 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $166,574,047 | 1,115,775 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $154,510,852 | 995,239 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $248,300,575 | 1,456,992 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $351,460,562 | 2,021,980 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $242,339,787 | 1,600,342 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $180,656,049 | 1,284,163 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $135,902,124 | 1,115,781 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $101,826,621 | 870,313 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $80,949,065 | 705,746 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $59,444,540 | 553,642 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $103,752 | 1,200 | Call | Sole | 2020-05-13 | |
| 2020-03-31 | $103,752 | 1,200 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $92,373,603 | 1,068,397 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||