CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in MRSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$526,099,520
-$21,350,334 QoQ
Shares Held
3,033,148
+2.8% QoQ
Ownership
0.630%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99419744766823.ToString("F0")%
Shared 0.ToString("F0")%
None 0.005802552331768842.ToString("F0")%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,954,560,582 across 15 Insurance Brokers names. MRSH ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
3,033,148 | $526,099,520 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,109,463 | $456,867,495 | |
| 3 | AON |
Aon plc
|
1,355,094 | $437,397,241 | |
| 4 | ERIE |
Erie Indemnity Co
|
763,989 | $191,998,075 | |
| 5 | WTW |
Willis Towers Watson PLC
|
618,416 | $179,773,531 | |
| 6 | BRO |
Brown & Brown, Inc.
|
1,827,462 | $119,168,797 | |
| 7 | CRVL |
Corvel Corp
|
276,475 | $15,109,358 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
678,224 | $14,880,234 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $526,099,520 | 3,033,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $547,449,854 | 2,950,894 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $585,548,034 | 2,905,513 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $634,405,386 | 2,901,598 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $697,470,928 | 2,858,136 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $593,124,762 | 2,792,358 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $603,204,573 | 2,703,862 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $563,358,866 | 2,673,495 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $540,187,287 | 2,622,523 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $489,246,781 | 2,582,186 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $481,642,449 | 2,530,964 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $470,755,024 | 2,502,951 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $417,353,481 | 2,505,875 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $412,228,055 | 2,491,105 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $365,995,183 | 2,451,572 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $372,825,888 | 2,401,455 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $408,802,814 | 2,398,796 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $406,213,168 | 2,336,976 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $346,807,863 | 2,290,219 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $319,985,522 | 2,274,563 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $270,929,240 | 2,224,378 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $263,897,361 | 2,255,533 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $256,160,657 | 2,233,310 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $252,460,047 | 2,351,309 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $202,872,251 | 2,346,429 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||