ALERUS FINANCIAL NA

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 919458 GRAND FORKS, ND

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$470,842

-$95,992 QoQ

Shares Held

2,825

-13.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#882

of 1,495 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ALERUS FINANCIAL NA holds $544,220 across 3 Insurance Brokers names. MRSH ranks #1 (86.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	2,825	$470,842
2	AON	Aon plc	206	$68,328
3	AJG	Arthur J. Gallagher & Co.	22	$5,050

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$470,842	2,825	-13.6%	Shares	Sole	2026-08-14
2026-03-31	$566,834	3,268	-19.4%	Shares	Sole	2026-05-12
2025-12-31	$752,098	4,054	-73.7%	Shares	Sole	2026-02-13
2025-09-30	$3,101,143	15,388	-0.9%	Shares	Sole	2025-11-10
2025-06-30	$3,396,135	15,533	-0.4%	Shares	Sole	2025-08-13
2025-03-31	$3,806,868	15,600	-6.4%	Shares	Sole	2025-05-13
2024-12-31	$3,540,662	16,669	-9.2%	Shares	Sole	2025-02-12
2024-09-30	$4,094,370	18,353	-5.0%	Shares	Sole	2024-11-14
2024-06-30	$4,069,003	19,310	-1.6%	Shares	Sole	2024-08-08
2024-03-31	$4,042,151	19,624	-2.5%	Shares	Sole	2024-05-13
2023-12-31	$3,814,031	20,130	-10.6%	Shares	Sole	2024-02-12
2023-09-30	$4,286,697	22,526	-4.3%	Shares	Sole	2023-11-14
2023-06-30	$4,427,591	23,541	+2.2%	Shares	Sole	2023-08-14
2023-03-31	$3,837,645	23,042	-10.5%	Shares	Sole	2023-05-15
2022-12-31	$4,260,944	25,749	-16.0%	Shares	Sole	2023-02-14
2022-09-30	$4,575,887	30,651	+47.3%	Shares	Sole	2022-11-14
2022-06-30	$3,230,907	20,811	+23.2%	Shares	Sole	2022-08-12
2022-03-31	$2,879,416	16,896	-29.7%	Shares	Sole	2022-05-13
2021-12-31	$4,178,285	24,038	+63.1%	Shares	Sole	2022-02-14
2021-09-30	$2,232,229	14,741	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$2,080,235	14,787	+6.7%	Shares	Sole	2021-08-11
2021-03-31	$1,688,269	13,861	+22.2%	Shares	Sole	2021-05-13
2020-12-31	$1,327,482	11,346	-1.9%	Shares	Sole	2021-02-12
2020-09-30	$1,326,620	11,566	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.