Atlantic Union Bankshares Corp
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 883948
GLEN ALLEN, VA
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$771,182
-$45,073 QoQ
Shares Held
4,627
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#760
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $5,897,351 across 5 Insurance Brokers names. MRSH ranks #2 (13.1% of the industry book) .
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,182 | 4,627 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $816,255 | 4,706 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $876,766 | 4,726 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $941,548 | 4,672 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $952,833 | 4,358 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $990,273 | 4,058 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $855,587 | 4,028 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $898,606 | 4,028 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $848,780 | 4,028 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $829,687 | 4,028 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $763,185 | 4,028 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $766,528 | 4,028 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $757,586 | 4,028 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $670,863 | 4,028 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $666,553 | 4,028 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $601,340 | 4,028 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $633,575 | 4,081 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $695,483 | 4,081 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $717,180 | 4,126 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $625,556 | 4,131 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $574,115 | 4,081 | Shares | Other | 2021-07-26 | |
| 2021-03-31 | $497,065 | 4,081 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $477,477 | 4,081 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $468,090 | 4,081 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $432,486 | 4,028 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $348,260 | 4,028 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||