Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$66,015,819
+$8,082,306 QoQ
Shares Held
396,087
+18.6% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#114
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, 2026SEI INVESTMENTS CO holds $390,695,312 across 14 Insurance Brokers names. MRSH ranks #4 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
385,948 | $128,015,091 | |
| 2 | WTW |
Willis Towers Watson PLC
|
364,301 | $95,217,351 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
311,535 | $71,519,089 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
396,087 | $66,015,819 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
446,679 | $11,872,726 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
119,264 | $5,784,304 | |
| 7 | BRO |
Brown & Brown, Inc.
|
71,268 | $4,571,842 | |
| 8 | CRVL |
Corvel Corp
|
66,581 | $4,162,643 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,015,819 | 396,087 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||