Position in MRSH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$480,342
-$101,235 QoQ
Shares Held
2,882
-14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#882
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Fulton Bank, N.A. holds $1,115,196 across 2 Insurance Brokers names. MRSH ranks #2 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,914 | $634,854 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,882 | $480,342 |
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,342 | 2,882 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $581,577 | 3,353 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $676,590 | 3,647 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $659,002 | 3,270 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $742,282 | 3,395 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $921,700 | 3,777 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $805,458 | 3,792 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $863,357 | 3,870 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $808,531 | 3,837 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $860,789 | 4,179 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $809,794 | 4,274 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $840,554 | 4,417 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $747,805 | 3,976 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $621,730 | 3,733 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $602,347 | 3,640 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $405,918 | 2,719 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $382,070 | 2,461 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $461,497 | 2,708 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $465,663 | 2,679 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $407,951 | 2,694 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $378,991 | 2,694 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $377,092 | 3,096 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $481,572 | 4,116 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $626,261 | 5,460 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $546,083 | 5,086 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $381,893 | 4,417 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||