Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,260,524
-$92,385 QoQ
Shares Held
7,563
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#646
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Fiduciary Trust Co holds $3,966,189 across 4 Insurance Brokers names. MRSH ranks #2 (31.8% of the industry book) .
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,260,524 | 7,563 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,352,909 | 7,800 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,836,832 | 9,901 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,398,810 | 11,903 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,827,014 | 12,930 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,043,785 | 12,473 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,578,444 | 12,139 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,874,068 | 12,883 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,818,512 | 8,630 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,778,842 | 8,636 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,718,871 | 9,072 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,665,505 | 8,752 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,649,837 | 8,772 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,587,054 | 9,529 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,758,886 | 10,629 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,525,743 | 10,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,804,781 | 11,625 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,005,843 | 11,770 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,080,277 | 11,968 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,820,036 | 12,019 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,723,048 | 12,248 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,444,791 | 11,862 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,403,415 | 11,995 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,394,521 | 12,158 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,425,335 | 13,275 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,102,796 | 12,755 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||