CITIZENS FINANCIAL GROUP INC/RI

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 759944 PROVIDENCE, RI

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Position in MRSH

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,812,369

-$95,754 QoQ

Shares Held

10,874

-1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#567

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

CITIZENS FINANCIAL GROUP INC/RI holds $6,360,761 across 4 Insurance Brokers names. MRSH ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	10,632	$3,526,527
2	MRSH	Marsh & Mclennan Companies, Inc. This page	10,874	$1,812,369
3	AJG	Arthur J. Gallagher & Co.	2,401	$551,197
4	BRO	Brown & Brown, Inc.	7,337	$470,668

All Filings in MRSH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,812,369	10,874	-1.2%	Shares	Defined	2026-08-07
2026-03-31	$1,908,123	11,001	+19.8%	Shares	Defined	2026-05-01
2025-12-31	$1,703,815	9,184	-7.1%	Shares	Defined	2026-01-30
2025-09-30	$1,991,317	9,881	+26.8%	Shares	Defined	2025-10-24
2025-06-30	$1,703,205	7,790	-5.9%	Shares	Defined	2025-08-08
2025-03-31	$2,019,591	8,276	+2.5%	Shares	Defined	2025-05-09
2024-12-31	$1,715,635	8,077	-0.1%	Shares	Defined	2025-02-07
2024-09-30	$1,804,574	8,089	+7.9%	Shares	Defined	2024-11-08
2024-06-30	$1,579,134	7,494	+17.6%	Shares	Defined	2024-08-09
2024-03-31	$1,312,298	6,371	-0.2%	Shares	Defined	2024-05-17
2023-12-31	$1,209,196	6,382	+0.7%	Shares	Defined	2024-02-02
2023-09-30	$1,206,501	6,340	-73.9%	Shares	Defined	2023-11-13
2023-06-30	$4,563,008	24,261	-0.1%	Shares	Defined	2023-08-04
2023-03-31	$4,044,832	24,286	-1.6%	Shares	Defined	2023-05-10
2022-12-31	$4,083,218	24,675	-3.4%	Shares	Defined	2023-02-09
2022-09-30	$3,812,119	25,535	-0.5%	Shares	Defined	2022-11-10
2022-06-30	$3,984,491	25,665	-0.9%	Shares	Defined	2022-08-05
2022-03-31	$4,415,582	25,910	-2.4%	Shares	Defined	2022-05-12
2021-12-31	$4,614,051	26,545	-1.0%	Shares	Defined	2022-02-10
2021-09-30	$4,061,200	26,819	-9.7%	Shares	Defined	2021-11-05
2021-06-30	$4,176,648	29,689	+1.5%	Shares	Defined	2021-08-04
2021-03-31	$3,564,232	29,263	+7.8%	Shares	Defined	2021-05-14
2020-12-31	$3,176,316	27,148	-69.8%	Shares	Defined	2021-02-11
2020-09-30	$10,302,812	89,824	-3.5%	Shares	Defined	2020-11-12
2020-06-30	$9,994,643	93,086	-2.2%	Shares	Defined	2020-08-12
2020-03-31	$8,231,597	95,207	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.