NBT BANK N A /NY

Bank

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 898413 Norwich, NY

Position in MRSH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,898,537

-$783,346 QoQ

Shares Held

11,391

-26.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#559

of 1,493 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NBT BANK N A /NY holds $2,914,748 across 4 Insurance Brokers names. MRSH ranks #1 (65.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	11,391	$1,898,537
2	AON	Aon plc	3,055	$1,013,312
3	AJG	Arthur J. Gallagher & Co.	9	$2,066
4	BRO	Brown & Brown, Inc.	13	$833

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,898,537	11,391	-26.3%	Shares	Sole	2026-07-29
2026-03-31	$2,681,883	15,462	-27.1%	Shares	Defined	2026-04-28
2025-12-31	$3,935,620	21,214	-8.2%	Shares	Defined	2026-01-23
2025-09-30	$4,655,140	23,099	-3.0%	Shares	Defined	2025-10-28
2025-06-30	$5,208,441	23,822	-5.9%	Shares	Defined	2025-07-23
2025-03-31	$6,175,178	25,305	-11.7%	Shares	Defined	2025-04-17
2024-12-31	$6,085,120	28,648	-2.7%	Shares	Defined	2025-02-07
2024-09-30	$6,565,983	29,432	-5.2%	Shares	Defined	2024-11-14
2024-06-30	$6,543,065	31,051	-2.1%	Shares	Defined	2024-07-30
2024-03-31	$6,536,156	31,732	-1.3%	Shares	Defined	2024-04-24
2023-12-31	$6,093,543	32,161	-0.3%	Shares	Defined	2024-02-09
2023-09-30	$6,141,170	32,271	+1542.3%	Shares	Sole	2023-10-26
2023-06-30	$369,576	1,965	-22.9%	Shares	Sole	2023-07-24
2023-03-31	$424,368	2,548	+10.7%	Shares	Sole	2023-05-02
2022-12-31	$380,934	2,302	-20.0%	Shares	Sole	2023-02-10
2022-09-30	$429,506	2,877	-1.9%	Shares	Sole	2022-11-15
2022-06-30	$455,347	2,933	+63.2%	Shares	Sole	2022-07-26
2022-03-31	$306,244	1,797	+1.1%	Shares	Sole	2022-04-29
2021-12-31	$309,051	1,778	0.0%	Shares	Sole	2022-01-27
2021-09-30	$269,241	1,778	+7.8%	Shares	Sole	2021-10-18
2021-06-30	$231,981	1,649	0.0%	Shares	Sole	2021-07-28
2021-03-31	$200,848	1,649	—	Shares	Sole	2021-04-08
No filing history on record for this holder in this stock.