Position in MRSH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$231,171
-$79,131 QoQ
Shares Held
1,387
-22.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,131
of 1,495 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SYM FINANCIAL Corp holds $1,115,124 across 2 Insurance Brokers names. MRSH ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,665 | $883,953 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,387 | $231,171 |
All Filings in MRSH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,171 | 1,387 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $310,302 | 1,789 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $261,583 | 1,410 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $203,343 | 1,009 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||