MERCER GLOBAL ADVISORS INC /ADV
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 853758
DENVER, CO
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,733,941
-$3,008,667 QoQ
Shares Held
82,402
-14.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#269
of 1,470 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $46,095,648 across 15 Insurance Brokers names. MRSH ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
51,985 | $17,242,904 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
82,402 | $13,733,941 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
41,630 | $9,556,999 | |
| 4 | BRO |
Brown & Brown, Inc.
|
29,196 | $1,872,923 | |
| 5 | WTW |
Willis Towers Watson PLC
|
6,379 | $1,667,279 | |
| 6 | CRVL |
Corvel Corp
|
19,046 | $1,190,755 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,340 | $321,265 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
5,272 | $255,692 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,733,941 | 82,402 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $16,742,608 | 96,527 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,103,881 | 65,243 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $13,240,117 | 65,698 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,714,334 | 39,857 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,044,832 | 49,358 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,274,908 | 48,373 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,991,421 | 49,269 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,057,454 | 47,729 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,398,043 | 45,626 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,140,290 | 64,075 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $11,806,592 | 62,042 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,149,549 | 53,964 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,625,291 | 51,788 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,256,459 | 49,894 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,953,629 | 46,578 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,660,846 | 42,904 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,895,022 | 40,459 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,010,910 | 17,322 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,466,340 | 16,287 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,927,597 | 13,702 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,765,712 | 22,707 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,151,630 | 18,390 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,272,780 | 19,815 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,902,489 | 17,719 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,374,281 | 15,895 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||