Position in MRSH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$652,346
-$80,306 QoQ
Shares Held
3,914
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#795
of 1,495 holders
Holding Since
Dec 2022
15 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, 2026PDS Planning, Inc holds $1,388,248 across 3 Insurance Brokers names. MRSH ranks #1 (47.0% of the industry book) .
All Filings in MRSH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,346 | 3,914 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $732,652 | 4,224 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $722,971 | 3,897 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $840,581 | 4,171 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,025,202 | 4,689 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $794,317 | 3,255 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $634,468 | 2,987 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $577,356 | 2,588 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $547,029 | 2,596 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $522,777 | 2,538 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $414,939 | 2,190 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $420,563 | 2,210 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $404,936 | 2,153 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $318,610 | 1,913 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $229,189 | 1,385 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||