Position in MRSH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$90,821,193
+$3,091,013 QoQ
Shares Held
523,616
+10.7% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Derivatives in MRSH
reported options exposure · as of Dec 31, 2021CallValue
$3,476,400
CallShares
20,000
PutValue
$3,476,400
PutShares
20,000
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 Mar 31, 2026CITIGROUP INC holds $366,563,713 across 18 Insurance Brokers names. MRSH ranks #1 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
523,616 | $90,821,193 | |
| 2 | AON |
Aon plc
|
250,447 | $80,839,281 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
295,088 | $63,910,157 | |
| 4 | WTW |
Willis Towers Watson PLC
|
166,638 | $48,441,665 | |
| 5 | BRO |
Brown & Brown, Inc.
|
740,531 | $48,290,024 | |
| 6 | ERIE |
Erie Indemnity Co
|
105,594 | $26,536,826 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
128,309 | $5,473,661 | |
| 8 | CRVL |
Corvel Corp
|
30,420 | $1,662,452 |
All Filings in MRSH
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,821,193 | 523,616 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $87,730,180 | 472,888 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $100,136,225 | 496,880 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $106,650,841 | 487,792 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $140,315,784 | 574,994 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $70,448,961 | 331,665 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $113,384,374 | 508,245 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $102,157,054 | 484,800 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $76,791,814 | 372,812 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $82,604,181 | 435,975 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $94,193,359 | 494,973 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $96,319,528 | 512,120 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $89,153,047 | 535,293 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $78,655,785 | 475,319 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $60,752,517 | 406,943 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $89,422,444 | 575,990 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $67,124,345 | 393,876 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,476,400 | 20,000 | Call | Defined | 2022-02-10 | |
| 2021-12-31 | $3,476,400 | 20,000 | Put | Defined | 2022-02-10 | |
| 2021-12-31 | $73,145,538 | 420,812 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $3,028,600 | 20,000 | Call | Defined | 2021-11-10 | |
| 2021-09-30 | $65,565,099 | 432,973 | Shares | Defined | 2021-11-10 | |
| 2021-09-30 | $3,028,600 | 20,000 | Put | Defined | 2021-11-10 | |
| 2021-06-30 | $73,267,125 | 520,807 | Shares | Defined | 2021-08-10 | |
| 2021-06-30 | $2,813,600 | 20,000 | Put | Defined | 2021-08-10 | |
| 2021-06-30 | $2,813,600 | 20,000 | Call | Defined | 2021-08-10 | |
| 2021-03-31 | $2,436,000 | 20,000 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $68,488,015 | 562,299 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $3,654,000 | 30,000 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $57,452,967 | 491,051 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $70,200 | 600 | Call | Defined | 2021-02-11 | |
| 2020-09-30 | $11,470 | 100 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $229,400 | 2,000 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $47,949,414 | 418,042 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $29,011,372 | 270,200 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $107,370 | 1,000 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $150,318 | 1,400 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $95,106 | 1,100 | Put | Defined | 2020-05-12 | |
| 2020-03-31 | $12,876,051 | 148,925 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $155,628 | 1,800 | Call | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||