ST GERMAIN D J CO INC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 831571 SPRINGFIELD, MA

Position in MRSH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$250,505

-$19,730 QoQ

Shares Held

1,503

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,100

of 1,495 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ST GERMAIN D J CO INC holds $1,281,773 across 4 Insurance Brokers names. MRSH ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	4,195	$963,046
2	MRSH	Marsh & Mclennan Companies, Inc. This page	1,503	$250,505
3	AON	Aon plc	167	$55,392
4	BRO	Brown & Brown, Inc.	200	$12,830

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,505	1,503	-3.5%	Shares	Sole	2026-07-21
2026-03-31	$270,235	1,558	0.0%	Shares	Sole	2026-04-13
2025-12-31	$289,040	1,558	+8.3%	Shares	Sole	2026-01-29
2025-09-30	$290,001	1,439	-7.0%	Shares	Sole	2025-10-07
2025-06-30	$338,236	1,547	+4.2%	Shares	Sole	2025-07-16
2025-03-31	$362,384	1,485	+97.5%	Shares	Sole	2025-04-09
2024-12-31	$159,732	752	-3.2%	Shares	Sole	2025-01-10
2024-09-30	$173,340	777	-3.1%	Shares	Sole	2024-10-18
2024-06-30	$168,997	802	0.0%	Shares	Sole	2024-07-08
2024-03-31	$165,195	802	0.0%	Shares	Sole	2024-04-02
2023-12-31	$151,954	802	+14.6%	Shares	Sole	2024-01-02
2023-09-30	$133,210	700	0.0%	Shares	Sole	2023-10-23
2023-06-30	$131,656	700	+66.7%	Shares	Sole	2023-09-07
2022-12-31	$69,501	420	—	Shares	Sole	2023-02-27
No filing history on record for this holder in this stock.