Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,052,368,540
-$70,545,364 QoQ
Shares Held
6,314,085
-2.5% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#15
of 1,500 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $4,431,015,992 across 20 Insurance Brokers names. MRSH ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,214,787 | $2,061,382,689 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
6,314,085 | $1,052,368,540 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,591,858 | $595,012,829 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,869,724 | $248,242,786 | |
| 5 | WTW |
Willis Towers Watson PLC
|
834,440 | $218,097,576 | |
| 6 | ERIE |
Erie Indemnity Co
|
513,784 | $123,179,712 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
2,277,033 | $60,523,535 | |
| 8 | CRVL |
Corvel Corp
|
655,700 | $40,994,361 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,052,368,540 | 6,314,085 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,122,913,904 | 6,473,992 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,274,658,006 | 6,870,731 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,421,347,951 | 7,052,786 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,419,912,432 | 6,494,294 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,669,598,345 | 6,841,775 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,395,387,768 | 6,569,313 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,452,848,853 | 6,512,389 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,333,505,478 | 6,328,329 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,250,319,603 | 6,070,102 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,153,226,955 | 6,086,594 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,169,402,246 | 6,145,046 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,127,425,051 | 5,994,391 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,020,026,474 | 6,124,446 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,041,502,483 | 6,293,827 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $629,690,134 | 4,217,899 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $707,830,698 | 4,559,296 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $391,683,268 | 2,298,341 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $540,427,754 | 3,109,123 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $313,044,268 | 2,067,254 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $284,957,182 | 2,025,570 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $271,821,420 | 2,231,703 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $210,172,716 | 1,796,348 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $288,570,285 | 2,515,870 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $191,410,962 | 1,782,723 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $150,796,869 | 1,744,123 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||