BANK OF AMERICA CORP /DE/

Bank

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 70858 CHARLOTTE, NC

Back to MRSH Full portfolio

Position in MRSH

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$856,776,044

-$167,769,839 QoQ

Shares Held

4,939,614

-10.6% QoQ

Ownership

1.03%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 23.492199997813596.ToString("F0")% Shared 0.ToString("F0")% None 76.50780000218641.ToString("F0")%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Derivatives in MRSH

reported options exposure · as of Jun 30, 2025

CallValue

CallShares

PutValue

$8,854,920

PutShares

40,500

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 Mar 31, 2026

BANK OF AMERICA CORP /DE/ holds $2,307,813,148 across 16 Insurance Brokers names. MRSH ranks #1 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	4,939,614	$856,776,044
2	AON	Aon plc	1,582,680	$510,857,447
3	AJG	Arthur J. Gallagher & Co.	1,854,488	$401,645,007
4	BRO	Brown & Brown, Inc.	3,623,179	$236,267,500
5	WTW	Willis Towers Watson PLC	474,881	$138,047,904
6	ERIE	Erie Indemnity Co	479,782	$120,574,013
7	BWIN	Baldwin Insurance Group, Inc.	848,407	$18,614,047
8	GSHD	Goosehead Insurance, Inc.	329,333	$14,049,344

All Filings in MRSH

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$856,776,044	4,939,614	-10.6%	Shares	Defined	2026-05-18
2025-12-31	$1,024,545,883	5,522,563	-13.8%	Shares	Defined	2026-02-17
2025-09-30	$1,290,922,780	6,405,611	+15716.3%	Shares	Defined	2026-02-03
2025-06-30	$8,854,920	40,500	-99.4%	Put	Defined	2025-08-14
2025-06-30	$1,447,207,671	6,619,135	-7.3%	Shares	Defined	2025-08-14
2025-03-31	$1,743,249,774	7,143,588	+9.7%	Shares	Defined	2025-05-15
2024-12-31	$1,382,600,901	6,509,114	-11.4%	Shares	Defined	2025-02-14
2024-09-30	$1,638,996,715	7,346,796	-3.6%	Shares	Defined	2024-11-14
2024-06-30	$1,605,776,794	7,620,429	-2.3%	Shares	Defined	2024-08-14
2024-03-31	$1,606,333,173	7,798,491	+12897.5%	Shares	Defined	2024-05-15
2024-03-31	$12,358,800	60,000	-99.1%	Call	Defined	2024-05-15
2023-12-31	$1,247,882,384	6,586,174	+10877.0%	Shares	Defined	2024-02-14
2023-12-31	$11,368,200	60,000	-99.1%	Call	Defined	2024-02-14
2023-09-30	$1,319,743,628	6,935,069	+2.6%	Shares	Defined	2023-11-14
2023-06-30	$1,271,670,755	6,761,329	-16.2%	Shares	Defined	2023-08-14
2023-03-31	$1,344,121,619	8,070,379	+1.9%	Shares	Defined	2023-05-12
2022-12-31	$1,310,066,433	7,916,766	-4.2%	Shares	Defined	2023-02-10
2022-09-30	$1,233,253,633	8,260,792	-3.1%	Shares	Defined	2022-11-14
2022-06-30	$1,323,065,960	8,522,164	+6017.8%	Shares	Defined	2022-08-12
2022-06-30	$21,626,325	139,300	-98.2%	Put	Defined	2022-08-12
2022-03-31	$1,311,715,578	7,696,958	+4.9%	Shares	Defined	2022-05-16
2021-12-31	$1,275,499,848	7,338,050	-3.3%	Shares	Defined	2022-02-08
2021-09-30	$1,149,337,493	7,589,893	+4.6%	Shares	Defined	2021-11-15
2021-06-30	$1,021,201,323	7,259,037	-0.8%	Shares	Defined	2021-09-13
2021-03-31	$891,593,293	7,320,142	+7.4%	Shares	Defined	2021-05-14
2020-12-31	$797,427,774	6,815,622	-12.9%	Shares	Defined	2021-02-10
2020-09-30	$897,856,111	7,827,865	+2.8%	Shares	Defined	2020-11-13
2020-06-30	$817,556,729	7,614,387	+11.1%	Shares	Defined	2020-08-14
2020-03-31	$592,617,329	6,854,237	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.