Position in MRSH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,049,354
+$420,910 QoQ
Shares Held
40,642
+13.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BLAIR WILLIAM & CO/IL holds $163,236,059 across 9 Insurance Brokers names. MRSH ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
421,605 | $136,085,661 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
74,948 | $16,232,237 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
40,642 | $7,049,354 | |
| 4 | WTW |
Willis Towers Watson PLC
|
6,198 | $1,801,758 | |
| 5 | ERIE |
Erie Indemnity Co
|
4,233 | $1,063,795 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
21,954 | $481,670 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
10,500 | $253,995 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
5,459 | $232,880 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,049,354 | 40,642 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,628,444 | 35,729 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,391,096 | 46,599 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,225,196 | 51,341 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,923,026 | 44,761 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,083,288 | 42,763 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,099,618 | 40,789 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,561,553 | 40,630 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,427,053 | 40,912 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,720,144 | 40,746 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,222,863 | 43,210 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,029,490 | 37,375 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,330,398 | 38,009 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,898,700 | 35,646 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,650,178 | 37,847 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,997,618 | 38,632 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,395,180 | 37,526 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,401,964 | 36,831 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,348,810 | 35,322 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,541,291 | 32,281 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,158,130 | 34,139 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,541,472 | 38,816 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,869,404 | 33,735 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,670,336 | 34,184 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,790,665 | 43,843 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||