AVITY INVESTMENT MANAGEMENT INC.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 926834
GREENWICH, CT
Position in MRSH
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$35,110,368
-$653,460 QoQ
Shares Held
210,658
+2.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#160
of 1,493 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026AVITY INVESTMENT MANAGEMENT INC. holds $35,582,593 across 2 Insurance Brokers names. MRSH ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
210,658 | $35,110,368 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,057 | $472,225 |
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,110,368 | 210,658 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $35,763,828 | 206,191 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $38,542,522 | 207,754 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $41,406,152 | 205,459 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $44,012,450 | 201,301 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $49,108,841 | 201,241 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $42,910,855 | 202,019 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $44,562,896 | 199,753 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $42,289,607 | 200,691 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $41,369,641 | 200,843 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $37,736,739 | 199,170 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $37,657,134 | 197,883 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $38,319,419 | 203,740 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $37,366,991 | 224,359 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $38,882,173 | 234,966 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $35,954,854 | 240,839 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $40,102,782 | 258,311 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $47,014,276 | 275,873 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $49,746,067 | 286,193 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $45,278,175 | 299,004 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $43,600,811 | 309,929 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $38,235,334 | 313,919 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $33,887,763 | 289,639 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $30,828,148 | 268,772 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $28,017,342 | 260,942 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $16,625,566 | 192,292 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||