PINNACLE ASSOCIATES LTD

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 743127 NEW YORK, NY

Position in MRSH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,667,533

-$732,841 QoQ

Shares Held

10,005

-27.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#586

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $3,207,951 across 3 Insurance Brokers names. MRSH ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	10,005	$1,667,533
2	AJG	Arthur J. Gallagher & Co.	3,738	$858,132
3	AON	Aon plc	2,057	$682,286

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,667,533	10,005	-27.7%	Shares	Sole	2026-08-03
2026-03-31	$2,400,374	13,839	+26.6%	Shares	Sole	2026-04-22
2025-12-31	$2,028,290	10,933	+7.2%	Shares	Sole	2026-02-05
2025-09-30	$2,055,404	10,199	+3.1%	Shares	Sole	2025-11-13
2025-06-30	$2,162,786	9,892	+1.3%	Shares	Sole	2025-08-04
2025-03-31	$2,382,220	9,762	-2.0%	Shares	Sole	2025-05-06
2024-12-31	$2,115,603	9,960	+48.7%	Shares	Sole	2025-02-14
2024-09-30	$1,494,256	6,698	+4.1%	Shares	Sole	2024-10-25
2024-06-30	$1,355,351	6,432	-3.4%	Shares	Sole	2024-07-30
2024-03-31	$1,371,208	6,657	-0.6%	Shares	Sole	2024-04-26
2023-12-31	$1,269,070	6,698	+2.5%	Shares	Sole	2024-01-19
2023-09-30	$1,243,991	6,537	-1.0%	Shares	Sole	2023-10-24
2023-06-30	$1,242,268	6,605	+0.7%	Shares	Sole	2023-07-27
2023-03-31	$1,091,901	6,556	+1.0%	Shares	Sole	2023-05-05
2022-12-31	$1,074,130	6,491	-1.5%	Shares	Sole	2023-02-01
2022-09-30	$984,119	6,592	+15.2%	Shares	Sole	2022-11-01
2022-06-30	$888,495	5,723	+6.5%	Shares	Sole	2022-08-02
2022-03-31	$915,837	5,374	0.0%	Shares	Sole	2022-05-05
2021-12-31	$934,108	5,374	+131.9%	Shares	Sole	2022-02-02
2021-09-30	$350,863	2,317	0.0%	Shares	Sole	2021-10-19
2021-06-30	$325,955	2,317	-1.6%	Shares	Sole	2021-08-02
2021-03-31	$286,717	2,354	0.0%	Shares	Sole	2021-05-12
2020-12-31	$275,418	2,354	+0.6%	Shares	Sole	2021-01-26
2020-09-30	$268,283	2,339	+0.6%	Shares	Sole	2020-10-23
2020-06-30	$249,527	2,324	-36.7%	Shares	Sole	2020-08-14
2020-03-31	$317,654	3,674	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.