Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$704,785,093
+$67,710,356 QoQ
Shares Held
4,228,626
+15.1% QoQ
Ownership
0.886%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#23
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Derivatives in MRSH
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$4,630,538
PutShares
21,800
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, 2026GOLDMAN SACHS GROUP INC holds $2,498,847,652 across 16 Insurance Brokers names. MRSH ranks #1 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
4,228,626 | $704,785,093 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,818,022 | $646,933,309 | |
| 3 | AON |
Aon plc
|
1,748,801 | $580,059,800 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,637,032 | $233,315,600 | |
| 5 | WTW |
Willis Towers Watson PLC
|
769,245 | $201,057,562 | |
| 6 | ERIE |
Erie Indemnity Co
|
151,630 | $36,353,291 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
507,585 | $24,617,872 | |
| 8 | ARX |
Accelerant Holdings
|
2,013,582 | $23,599,180 |
All Filings in MRSH
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,785,093 | 4,228,626 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $637,074,737 | 3,672,959 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $744,896,191 | 4,015,180 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $1,052,254,833 | 5,221,331 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,005,703,549 | 4,599,815 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,060,361,836 | 4,345,211 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $4,630,538 | 21,800 | Put | Defined | 2025-02-11 | |
| 2024-12-31 | $855,184,748 | 4,026,104 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $879,309,010 | 3,941,499 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $55,995,590 | 251,000 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $5,268,000 | 25,000 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $797,807,623 | 3,786,103 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $710,546,958 | 3,449,592 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $37,076,400 | 180,000 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $684,186,968 | 3,611,057 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,210,250 | 75,000 | Put | Defined | 2024-05-14 | |
| 2023-09-30 | $787,851,703 | 4,140,051 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $24,263,250 | 127,500 | Put | Defined | 2024-05-15 | |
| 2023-06-30 | $244,504 | 1,300 | Call | Defined | 2024-05-14 | |
| 2023-06-30 | $20,933,304 | 111,300 | Put | Defined | 2024-05-14 | |
| 2023-06-30 | $709,240,462 | 3,770,951 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $800,829,691 | 4,808,344 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $216,515 | 1,300 | Call | Defined | 2024-05-14 | |
| 2023-03-31 | $216,515 | 1,300 | Put | Defined | 2024-05-14 | |
| 2022-12-31 | $698,132,647 | 4,218,834 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $718,497,385 | 4,812,763 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $646,403,865 | 4,163,632 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $279,450 | 1,800 | Put | Defined | 2024-05-14 | |
| 2022-03-31 | $306,756 | 1,800 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $784,800,285 | 4,605,095 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $831,764,156 | 4,785,204 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $879,749,541 | 5,809,612 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $464,244 | 3,300 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $530,064,089 | 3,767,871 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $427,655,632 | 3,511,130 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $364,489,983 | 3,115,299 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $384,098,067 | 3,348,719 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $359,509,330 | 3,348,322 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $323,661,192 | 3,743,479 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||