Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$247,609,613
-$19,146,076 QoQ
Shares Held
1,485,628
-3.4% QoQ
Ownership
0.311%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#54
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, 2026FRANKLIN RESOURCES INC holds $1,032,932,809 across 11 Insurance Brokers names. MRSH ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
2,219,141 | $509,448,192 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,485,628 | $247,609,613 | |
| 3 | AON |
Aon plc
|
389,485 | $129,188,274 | |
| 4 | WTW |
Willis Towers Watson PLC
|
447,049 | $116,845,194 | |
| 5 | TWFG |
TWFG, Inc.
|
781,912 | $18,804,983 | |
| 6 | BRO |
Brown & Brown, Inc.
|
123,853 | $7,945,166 | |
| 7 | ERIE |
Erie Indemnity Co
|
8,741 | $2,095,652 | |
| 8 | CRVL |
Corvel Corp
|
9,698 | $606,317 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,609,613 | 1,485,628 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $266,755,689 | 1,537,940 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $288,372,654 | 1,554,402 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $312,365,248 | 1,549,969 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $332,646,107 | 1,521,433 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $376,501,437 | 1,542,849 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $197,015,581 | 927,525 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $36,102,427 | 161,829 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $37,225,159 | 176,657 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $36,377,300 | 176,606 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $33,945,632 | 179,161 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $30,023,439 | 157,769 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $27,589,264 | 146,689 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $22,302,873 | 133,911 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $22,201,456 | 134,164 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $18,780,528 | 125,799 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,109,648 | 193,943 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $27,767,039 | 162,933 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $28,880,885 | 166,154 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $27,156,846 | 179,336 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,558,878 | 96,381 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,767,339 | 96,612 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,257,973 | 104,769 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $13,331,350 | 116,228 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,059,253 | 65,747 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,136,854 | 36,281 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||