HSBC HOLDINGS PLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 873630 LONDON, X0

Back to MRSH Full portfolio

Position in MRSH

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$170,966,192

-$40,431,244 QoQ

Shares Held

985,680

-13.5% QoQ

Ownership

0.205%

of shares outstanding

% of Portfolio

0.11%

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 Sep 30, 2025

CallValue

$1,229,333

CallShares

6,100

PutValue

PutShares

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, 2026

HSBC HOLDINGS PLC holds $490,503,591 across 10 Insurance Brokers names. MRSH ranks #1 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	985,680	$170,966,192
2	AON	Aon plc	354,158	$114,315,117
3	AJG	Arthur J. Gallagher & Co.	459,478	$99,513,742
4	WTW	Willis Towers Watson PLC	190,955	$55,510,617
5	BRO	Brown & Brown, Inc.	576,256	$37,577,651
6	ERIE	Erie Indemnity Co	44,730	$11,241,094
7	CRD-A	Crawford & Co	88,600	$883,341
8	GSHD	Goosehead Insurance, Inc.	9,230	$393,751

All Filings in MRSH

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33 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$170,966,192	985,680	-13.5%	Shares	Defined	2026-04-30
2025-12-31	$211,397,436	1,139,486	+5.0%	Shares	Defined	2026-03-20
2025-09-30	$218,614,501	1,084,774	+17683.2%	Shares	Sole	2025-11-13
2025-09-30	$1,229,333	6,100	-99.5%	Call	Sole	2025-11-13
2025-06-30	$269,017,712	1,230,414	+20070.7%	Shares	Sole	2025-08-13
2025-06-30	$1,333,704	6,100	-99.6%	Call	Sole	2025-08-13
2025-03-31	$341,546,337	1,399,608	+22844.4%	Shares	Sole	2025-05-14
2025-03-31	$1,488,583	6,100	+154.2%	Call	Sole	2025-05-14
2024-12-31	$509,784	2,400	-99.8%	Call	Sole	2025-02-14
2024-12-31	$298,420,115	1,404,925	+17244.8%	Shares	Sole	2025-02-14
2024-09-30	$1,807,029	8,100	-99.4%	Call	Sole	2024-11-14
2024-09-30	$297,008,414	1,331,339	+0.9%	Shares	Sole	2024-11-14
2024-06-30	$278,016,590	1,319,365	+12465.4%	Shares	Sole	2024-08-12
2024-06-30	$2,212,560	10,500	-99.1%	Call	Sole	2024-08-12
2024-03-31	$237,629,235	1,153,652	+10887.2%	Shares	Defined	2024-05-15
2024-03-31	$2,162,790	10,500	-98.9%	Call	Sole	2024-05-15
2023-12-31	$185,123,745	977,061	+0.7%	Shares	Sole	2024-02-12
2023-09-30	$184,658,744	970,356	+10.1%	Shares	Sole	2023-11-13
2023-06-30	$165,755,089	881,301	-1.3%	Shares	Sole	2023-08-11
2023-03-31	$148,710,493	892,888	-6.4%	Shares	Sole	2023-05-15
2022-12-31	$157,812,314	953,664	+45.2%	Shares	Sole	2023-02-14
2022-09-30	$98,045,159	656,743	+17.1%	Shares	Sole	2022-11-14
2022-06-30	$87,073,202	560,858	+9.8%	Shares	Sole	2022-08-11
2022-03-31	$87,057,860	510,843	-15.1%	Shares	Sole	2022-05-16
2021-12-31	$104,592,705	601,730	-15.9%	Shares	Sole	2022-02-11
2021-09-30	$108,393,287	715,798	+11.8%	Shares	Sole	2021-11-12
2021-06-30	$90,077,542	640,301	-4.1%	Shares	Sole	2021-08-13
2021-03-31	$81,312,703	667,592	-3.7%	Shares	Defined	2021-05-14
2020-12-31	$81,110,718	693,254	+28.6%	Shares	Sole	2021-02-25
2020-09-30	$61,825,248	539,017	+34.5%	Shares	Sole	2020-11-12
2020-06-30	$43,040,337	400,860	-13.9%	Shares	Defined	2020-08-14
2020-03-31	$40,243,237	465,455	+849.9%	Shares	Defined	2020-05-15
2020-03-31	$4,236,540	49,000	—	Put	Defined	2020-05-15
No filing history on record for this holder in this stock.