Position in MRSH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$102,009,540
-$7,997,133 QoQ
Shares Held
612,045
-3.5% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#3
of 136 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91.86465047504677.ToString("F0")%
Shared 0.ToString("F0")%
None 8.13534952495323.ToString("F0")%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DAVENPORT & Co LLC holds $216,252,189 across 5 Insurance Brokers names. MRSH ranks #2 (47.2% 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 | $102,009,540 | 612,045 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $110,006,673 | 634,227 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $95,171,388 | 512,998 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $19,918,620 | 98,837 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $22,521,013 | 103,005 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $24,616,526 | 100,875 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $19,341,204 | 91,056 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,680,328 | 79,252 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $21,970,299 | 104,263 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $18,956,339 | 92,030 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $19,725,911 | 104,111 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $24,672,014 | 129,648 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $25,083,289 | 133,365 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $22,480,585 | 134,978 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $22,877,775 | 138,251 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $22,297,207 | 149,355 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $23,104,770 | 148,823 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $24,400,053 | 143,176 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $22,893,832 | 131,710 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $18,602,872 | 122,848 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $16,170,181 | 114,943 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $13,816,383 | 113,435 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $13,271,778 | 113,434 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $13,168,707 | 114,810 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $12,327,042 | 114,809 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $12,161,463 | 140,660 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||