WELLS FARGO & COMPANY/MN
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 72971
SAN FRANCISCO, CA
Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$418,379,697
-$28,949,238 QoQ
Shares Held
2,510,228
-2.7% QoQ
Ownership
0.526%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#39
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Derivatives in MRSH
reported options exposure · as of Jun 30, 2020CallValue
$71,000
CallShares
51,600
PutValue
$0
PutShares
0
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, 2026WELLS FARGO & COMPANY/MN holds $890,081,140 across 17 Insurance Brokers names. MRSH ranks #1 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,510,228 | $418,379,697 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,641,788 | $169,470,698 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
546,230 | $125,398,019 | |
| 4 | AON |
Aon plc
|
336,918 | $111,752,330 | |
| 5 | CRVL |
Corvel Corp
|
453,149 | $28,330,874 | |
| 6 | WTW |
Willis Towers Watson PLC
|
53,916 | $14,092,023 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
173,941 | $8,436,138 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
197,936 | $5,261,137 |
All Filings in MRSH
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,379,697 | 2,510,228 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $447,328,935 | 2,579,008 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $453,534,434 | 2,444,666 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $537,704,608 | 2,668,112 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $779,222,025 | 3,563,950 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $876,029,140 | 3,589,842 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $736,272,958 | 3,466,282 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $722,660,118 | 3,239,321 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $696,861,363 | 3,307,049 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $680,775,433 | 3,305,056 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $621,088,721 | 3,278,032 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $642,066,871 | 3,373,972 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $577,507,726 | 3,070,543 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $517,384,075 | 3,106,479 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $504,790,285 | 3,050,461 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $438,456,517 | 2,936,945 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $453,662,699 | 2,922,143 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $513,693,085 | 3,014,277 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $427,932,670 | 2,461,930 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $465,072,874 | 3,071,207 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $263,898,093 | 1,875,875 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $279,379,722 | 2,293,758 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $331,632,288 | 2,834,464 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $276,991,665 | 2,414,923 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $71,000 | 51,600 | Call | Defined | 2020-08-13 | |
| 2020-06-30 | $248,726,038 | 2,316,532 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $191,710,090 | 2,217,327 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||