Position in MRSH
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$921,685
-$37,493 QoQ
Shares Held
5,530
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#718
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $1,402,634 across 2 Insurance Brokers names. MRSH ranks #1 (65.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
5,530 | $921,685 | |
| 2 | AON |
Aon plc
|
1,450 | $480,949 |
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,685 | 5,530 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $959,178 | 5,530 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $1,025,925 | 5,530 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,114,460 | 5,530 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,209,079 | 5,530 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $1,349,485 | 5,530 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $1,174,627 | 5,530 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,233,687 | 5,530 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $1,165,281 | 5,530 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $1,757,009 | 8,530 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,616,179 | 8,530 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,623,259 | 8,530 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,604,322 | 8,530 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $1,420,671 | 8,530 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,411,544 | 8,530 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $1,273,443 | 8,530 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,324,282 | 8,530 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,453,682 | 8,530 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $1,482,684 | 8,530 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $1,291,697 | 8,530 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,200,000 | 8,530 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,038,954 | 8,530 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $998,010 | 8,530 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $978,391 | 8,530 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $915,866 | 8,530 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $737,503 | 8,530 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||