CANANDAIGUA NATIONAL CORP
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 759458
CANANDAIGUA, NY
Position in MRSH
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$910,265
-$137,554 QoQ
Shares Held
5,248
-17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $2,414,097 across 2 Insurance Brokers names. MRSH ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
4,659 | $1,503,832 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
5,248 | $910,265 |
All Filings in MRSH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $910,265 | 5,248 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $1,047,819 | 6,332 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $961,726 | 6,442 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,051,353 | 6,772 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $1,230,091 | 7,218 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,207,179 | 6,945 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $1,126,790 | 7,441 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $1,009,941 | 7,179 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $889,627 | 7,304 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $839,709 | 7,177 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $824,578 | 7,189 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $769,950 | 7,171 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||