Position in MRSH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$360,340
+$15,002 QoQ
Shares Held
2,162
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#971
of 1,495 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DAVIS R M INC holds $42,690,949 across 2 Insurance Brokers names. MRSH ranks #2 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
127,621 | $42,330,609 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,162 | $360,340 |
All Filings in MRSH
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,340 | 2,162 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $345,338 | 1,991 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $300,171 | 1,618 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $305,922 | 1,518 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $353,759 | 1,618 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $438,765 | 1,798 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $343,679 | 1,618 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $370,775 | 1,662 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $350,216 | 1,662 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $322,976 | 1,568 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $355,445 | 1,876 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $371,655 | 1,953 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $366,191 | 1,947 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $439,192 | 2,637 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $446,299 | 2,697 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $332,618 | 2,228 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||