Position in MRSH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$57,933,513
+$7,140,736 QoQ
Shares Held
334,007
+22.0% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026SEI INVESTMENTS CO holds $393,281,105 across 16 Insurance Brokers names. MRSH ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
451,925 | $145,872,350 | |
| 2 | WTW |
Willis Towers Watson PLC
|
265,556 | $77,197,128 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
289,267 | $62,649,446 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
334,007 | $57,933,513 | |
| 5 | BRO |
Brown & Brown, Inc.
|
376,761 | $24,568,584 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
456,174 | $10,008,457 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
163,452 | $6,972,861 | |
| 8 | CRVL |
Corvel Corp
|
66,574 | $3,638,268 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,933,513 | 334,007 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $50,792,777 | 273,786 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $58,077,116 | 288,181 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $58,913,640 | 269,455 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $67,775,427 | 277,734 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $62,833,425 | 295,812 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $77,728,346 | 348,417 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $69,734,411 | 330,934 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $73,116,720 | 354,970 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $69,671,907 | 367,720 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $72,918,582 | 383,177 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $75,089,622 | 399,243 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $65,348,556 | 392,366 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $49,219,377 | 297,434 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $55,813,110 | 373,857 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $57,188,666 | 368,365 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $44,494,275 | 261,086 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $47,104,523 | 270,996 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $45,226,992 | 298,666 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $46,768,502 | 332,446 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $33,286,600 | 273,289 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $30,749,121 | 262,813 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $38,376,669 | 334,583 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $36,576,341 | 340,657 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $30,633,383 | 354,307 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||