Position in MRSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$238,555,324
-$32,730,756 QoQ
Shares Held
1,375,355
-5.9% QoQ
Ownership
0.285%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.8800309738213.ToString("F0")%
Shared 0.11996902617869569.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026BARCLAYS PLC holds $926,668,528 across 17 Insurance Brokers names. MRSH ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
3,679,770 | $239,957,799 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,375,355 | $238,555,324 | |
| 3 | AON |
Aon plc
|
600,554 | $193,846,819 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
634,333 | $137,383,838 | |
| 5 | WTW |
Willis Towers Watson PLC
|
283,389 | $82,381,180 | |
| 6 | ERIE |
Erie Indemnity Co
|
122,949 | $30,898,311 | |
| 7 | CRD-A |
Crawford & Co
|
128,700 | $1,283,137 | |
| 8 | ARX |
Accelerant Holdings
|
46,693 | $623,817 |
All Filings in MRSH
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2022-02-23 | |
| 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. | ||||||