DIMENSIONAL FUND ADVISORS LP
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 354204
AUSTIN, TX
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$337,118,740
-$15,666,937 QoQ
Shares Held
2,022,672
-0.6% QoQ
Ownership
0.424%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#45
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 15%
None 14%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,507,954,882 across 13 Insurance Brokers names. MRSH ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,240,634 | $411,505,890 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,022,672 | $337,118,740 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,005,711 | $262,862,682 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
826,025 | $189,630,556 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,660,686 | $106,533,005 | |
| 6 | CRVL |
Corvel Corp
|
1,136,109 | $71,029,532 | |
| 7 | ERIE |
Erie Indemnity Co
|
260,197 | $62,382,229 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,346,168 | $35,781,143 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,118,740 | 2,022,672 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $352,785,677 | 2,033,933 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $376,576,100 | 2,029,841 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $407,790,914 | 2,023,475 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $441,752,497 | 2,020,456 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $503,257,698 | 2,062,278 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $430,900,658 | 2,028,627 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $436,617,021 | 1,957,134 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $416,988,537 | 1,978,875 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $368,396,050 | 1,788,504 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $326,788,759 | 1,724,752 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $311,467,623 | 1,636,719 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $302,734,131 | 1,609,603 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $266,099,598 | 1,597,716 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $261,385,089 | 1,579,557 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $239,564,168 | 1,604,690 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $246,333,931 | 1,586,692 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $259,872,435 | 1,524,894 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $275,007,748 | 1,582,141 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $241,903,367 | 1,597,460 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $231,423,242 | 1,645,033 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $194,608,995 | 1,597,775 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $185,318,523 | 1,583,919 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $172,030,615 | 1,499,831 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $156,677,739 | 1,459,232 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $121,579,965 | 1,406,199 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||