Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,438,946
-$1,195,523 QoQ
Shares Held
134,631
-1.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#217
of 1,502 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Derivatives in MRSH
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$6,996
PutShares
61
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026US BANCORP \DE\ holds $57,620,764 across 11 Insurance Brokers names. MRSH ranks #1 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
134,631 | $22,438,946 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
70,413 | $16,164,711 | |
| 3 | AON |
Aon plc
|
24,329 | $8,069,685 | |
| 4 | BRO |
Brown & Brown, Inc.
|
82,113 | $5,267,546 | |
| 5 | WTW |
Willis Towers Watson PLC
|
11,922 | $3,116,052 | |
| 6 | RYAN |
Ryan Specialty Holdings, Inc.
|
45,742 | $1,727,217 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
6,121 | $296,868 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,209 | $289,856 |
All Filings in MRSH
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,438,946 | 134,631 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $23,634,469 | 136,261 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,502,642 | 142,856 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $29,901,810 | 148,374 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $33,020,321 | 151,026 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $37,470,316 | 153,548 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $32,640,406 | 153,667 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $34,261,713 | 153,578 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $31,597,040 | 149,948 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $30,664,652 | 148,872 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $27,332,183 | 144,256 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $27,795,406 | 146,061 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $27,368,272 | 145,514 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $25,192,684 | 151,262 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $25,144,353 | 151,948 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $24,712,121 | 165,531 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $26,651,611 | 171,669 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $29,367,284 | 172,323 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $29,376,795 | 169,007 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $26,994,668 | 178,265 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $25,579,421 | 181,827 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $20,705,024 | 169,992 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $20,423,637 | 174,561 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $20,641,295 | 179,959 | Shares | Defined | 2020-11-10 | |
| 2020-09-30 | $6,996 | 61 | Put | Other | 2020-11-10 | |
| 2020-06-30 | $6,549 | 61 | Put | Other | 2020-08-07 | |
| 2020-06-30 | $19,854,644 | 184,918 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $4,582 | 53 | Put | Other | 2020-05-13 | |
| 2020-03-31 | $16,120,379 | 186,449 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||