Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$368,740,372
-$31,471,390 QoQ
Shares Held
2,212,398
-4.1% QoQ
Ownership
0.464%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#40
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $488,885,260 across 9 Insurance Brokers names. MRSH ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,212,398 | $368,740,372 | |
| 2 | AON |
Aon plc
|
127,310 | $42,227,450 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
174,924 | $40,157,299 | |
| 4 | BRO |
Brown & Brown, Inc.
|
374,725 | $24,038,606 | |
| 5 | WTW |
Willis Towers Watson PLC
|
19,326 | $5,051,234 | |
| 6 | ERIE |
Erie Indemnity Co
|
13,635 | $3,268,990 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
59,367 | $2,879,298 | |
| 8 | CRVL |
Corvel Corp
|
31,657 | $1,979,195 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,740,372 | 2,212,398 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $400,211,762 | 2,307,361 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $400,424,695 | 2,158,391 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $462,498,851 | 2,294,938 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $493,064,679 | 2,255,144 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $554,335,127 | 2,271,586 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $472,597,803 | 2,224,932 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $76,249,036 | 341,786 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $79,075,416 | 375,263 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $72,626,689 | 352,591 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $62,749,428 | 331,184 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $63,011,182 | 331,115 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $65,171,598 | 346,510 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $58,995,503 | 354,221 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $371,162,369 | 2,242,944 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $319,400,129 | 2,139,461 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $326,552,227 | 2,103,396 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $356,075,374 | 2,089,399 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $354,695,002 | 2,040,588 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $305,079,355 | 2,014,656 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $282,052,566 | 2,004,923 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $237,359,940 | 1,948,768 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $21,020,220 | 179,660 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $20,619,730 | 179,771 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $19,688,326 | 183,369 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $15,334,283 | 177,357 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||