TRUIST FINANCIAL CORP

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 92230 CHARLOTTE, NC

Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$41,021,486

-$5,733,695 QoQ

Shares Held

246,124

-8.7% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#149

of 1,502 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $117,276,419 across 7 Insurance Brokers names. MRSH ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	246,124	$41,021,486
2	AJG	Arthur J. Gallagher & Co.	89,354	$20,512,996
3	CRD-A	Crawford & Co	1,623,485	$18,296,675
4	ERIE	Erie Indemnity Co	60,696	$14,551,866
5	BRO	Brown & Brown, Inc.	177,523	$11,388,099
6	AON	Aon plc	31,635	$10,493,012
7	WTW	Willis Towers Watson PLC	3,873	$1,012,285

All Filings in MRSH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,021,486	246,124	-8.7%	Shares	Defined	2026-07-28
2026-03-31	$46,755,181	269,560	-5.8%	Shares	Defined	2026-04-27
2025-12-31	$53,106,955	286,260	-15.4%	Shares	Defined	2026-02-02
2025-09-30	$68,200,975	338,416	-6.3%	Shares	Defined	2025-11-03
2025-06-30	$78,960,960	361,146	+0.1%	Shares	Defined	2025-07-18
2025-03-31	$88,061,884	360,865	-1.4%	Shares	Defined	2025-04-29
2024-12-31	$77,769,671	366,130	-3.9%	Shares	Defined	2025-01-31
2024-09-30	$84,992,603	380,979	-50.0%	Shares	Defined	2024-11-13
2024-06-30	$160,563,160	761,974	+93.9%	Shares	Defined	2024-08-21
2024-03-31	$80,950,962	393,004	-17.2%	Shares	Defined	2024-05-13
2023-12-31	$89,957,323	474,784	-62.1%	Shares	Defined	2024-02-02
2023-09-30	$238,573,209	1,253,669	+2.1%	Shares	Defined	2023-11-14
2023-06-30	$230,926,313	1,227,809	-1.5%	Shares	Defined	2023-08-01
2023-03-31	$207,515,303	1,245,964	-2.0%	Shares	Defined	2023-05-05
2022-12-31	$210,326,237	1,271,007	-0.4%	Shares	Defined	2023-02-17
2022-09-30	$190,549,425	1,276,371	+2.4%	Shares	Defined	2022-10-26
2022-06-30	$193,437,461	1,245,974	+8.4%	Shares	Defined	2022-07-22
2022-03-31	$195,960,161	1,149,866	+35.2%	Shares	Defined	2022-04-22
2021-12-31	$147,806,966	850,345	-3.6%	Shares	Defined	2022-02-14
2021-09-30	$133,584,275	882,152	-6.6%	Shares	Defined	2021-11-05
2021-06-30	$132,928,389	944,899	-3.0%	Shares	Defined	2021-08-16
2021-03-31	$118,589,472	973,641	+190.5%	Shares	Defined	2021-05-17
2020-12-31	$39,208,221	335,113	-4.4%	Shares	Defined	2021-11-19
2020-09-30	$40,188,354	350,378	-8.2%	Shares	Defined	2021-11-05
2020-06-30	$40,970,671	381,584	-12.5%	Shares	Defined	2021-11-16
2020-03-31	$37,683,847	435,853	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.