Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$170,349,570
-$616,622 QoQ
Shares Held
1,022,077
+3.7% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#70
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Derivatives in MRSH
reported options exposure · as of Sep 30, 2025CallValue
$1,229,333
CallShares
6,100
PutValue
$0
PutShares
0
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 Jun 30, 2026HSBC HOLDINGS PLC holds $534,843,946 across 9 Insurance Brokers names. MRSH ranks #1 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,022,077 | $170,349,570 | |
| 2 | AON |
Aon plc
|
351,616 | $116,627,509 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
489,350 | $112,340,076 | |
| 4 | WTW |
Willis Towers Watson PLC
|
259,766 | $67,895,037 | |
| 5 | BRO |
Brown & Brown, Inc.
|
652,326 | $41,846,711 | |
| 6 | ERIE |
Erie Indemnity Co
|
102,908 | $24,672,191 | |
| 7 | CRD-A |
Crawford & Co
|
79,978 | $901,352 | |
| 8 | EHTH |
eHealth, Inc.
|
72,844 | $108,537 |
All Filings in MRSH
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34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,349,570 | 1,022,077 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $170,966,192 | 985,680 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $211,397,436 | 1,139,486 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $218,614,501 | 1,084,774 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $1,229,333 | 6,100 | Call | Sole | 2025-11-13 | |
| 2025-06-30 | $269,017,712 | 1,230,414 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $1,333,704 | 6,100 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $341,546,337 | 1,399,608 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $1,488,583 | 6,100 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $509,784 | 2,400 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $298,420,115 | 1,404,925 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,807,029 | 8,100 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $297,008,414 | 1,331,339 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $278,016,590 | 1,319,365 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $2,212,560 | 10,500 | Call | Sole | 2024-08-12 | |
| 2024-03-31 | $237,629,235 | 1,153,652 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $2,162,790 | 10,500 | Call | Sole | 2024-05-15 | |
| 2023-12-31 | $185,123,745 | 977,061 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $184,658,744 | 970,356 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $165,755,089 | 881,301 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $148,710,493 | 892,888 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $157,812,314 | 953,664 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $98,045,159 | 656,743 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $87,073,202 | 560,858 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $87,057,860 | 510,843 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $104,592,705 | 601,730 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $108,393,287 | 715,798 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $90,077,542 | 640,301 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $81,312,703 | 667,592 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $81,110,718 | 693,254 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $61,825,248 | 539,017 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $43,040,337 | 400,860 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $40,243,237 | 465,455 | 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. | ||||||