Position in MRSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,962,572
+$8,480,390 QoQ
Shares Held
71,774
+257.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#286
of 1,495 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ALLSTATE CORP holds $21,076,953 across 7 Insurance Brokers names. MRSH ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
71,774 | $11,962,572 | |
| 2 | AON |
Aon plc
|
12,853 | $4,263,211 | |
| 3 | BRO |
Brown & Brown, Inc.
|
23,232 | $1,490,332 | |
| 4 | GSHD |
Goosehead Insurance, Inc.
|
27,678 | $1,342,383 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
4,914 | $1,128,106 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
23,998 | $637,866 | |
| 7 | WTW |
Willis Towers Watson PLC
|
966 | $252,483 |
All Filings in MRSH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,962,572 | 71,774 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,482,182 | 20,076 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,993,547 | 37,697 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,742,009 | 18,568 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $4,411,818 | 18,079 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,357,140 | 15,805 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $399,103 | 1,894 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $390,126 | 1,894 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $394,476 | 2,082 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $424,369 | 2,230 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $419,418 | 2,230 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $371,406 | 2,230 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,967,552 | 17,933 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,609,887 | 17,482 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,337,754 | 15,058 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,564,309 | 15,047 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,651,743 | 38,268 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,263,272 | 14,946 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,224,713 | 15,814 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,020,053 | 16,585 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,910,142 | 16,326 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,941,985 | 16,931 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,083,085 | 19,401 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,118,702 | 24,505 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||