COMMONWEALTH EQUITY SERVICES, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 312272
WALTHAM, MA
Position in MRSH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,252,165
-$833,146 QoQ
Shares Held
49,512
-5.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#344
of 1,502 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $35,649,484 across 8 Insurance Brokers names. MRSH ranks #3 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
133,226 | $8,546,447 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
37,074 | $8,511,078 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
49,512 | $8,252,165 | |
| 4 | AON |
Aon plc
|
20,071 | $6,657,349 | |
| 5 | WTW |
Willis Towers Watson PLC
|
5,800 | $1,515,946 | |
| 6 | CRD-A |
Crawford & Co
|
104,536 | $1,178,120 | |
| 7 | ERIE |
Erie Indemnity Co
|
4,023 | $964,514 | |
| 8 | SLQT |
SelectQuote, Inc.
|
28,377 | $23,865 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,252,165 | 49,512 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,085,311 | 52,380 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,995,166 | 64,657 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,999,684 | 69,467 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $20,707,831 | 94,712 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $23,913,963 | 97,996 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $20,287,491 | 95,511 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $21,747,928 | 97,485 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $20,514,856 | 97,356 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $19,661,820 | 95,455 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $17,613,131 | 92,960 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,871,590 | 83,403 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $13,954,407 | 74,194 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $12,687,945 | 76,181 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,305,245 | 92,490 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $13,194,399 | 88,381 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,652,719 | 81,499 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $11,960,246 | 70,181 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $12,102,565 | 69,627 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $10,378,557 | 68,537 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,514,329 | 67,631 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,289,973 | 59,852 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $7,018,713 | 59,989 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,125,278 | 62,121 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,229,196 | 39,389 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,082,126 | 35,648 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||