BANK OF MONTREAL /CAN/

Bank

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 927971 TORONTO, A6

Back to MRSH Full portfolio

Position in MRSH

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$89,389,708

-$12,292,500 QoQ

Shares Held

515,363

-6.0% QoQ

Ownership

0.107%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 86.89816692312021.ToString("F0")% Shared 0.ToString("F0")% None 13.10183307687979.ToString("F0")%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $523,897,491 across 7 Insurance Brokers names. MRSH ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC	897,019	$260,763,420
2	AON	Aon plc	288,235	$93,036,488
3	MRSH	Marsh & Mclennan Companies, Inc. This page	515,363	$89,389,708
4	AJG	Arthur J. Gallagher & Co.	224,518	$48,626,104
5	BRO	Brown & Brown, Inc.	404,029	$26,346,727
6	ERIE	Erie Indemnity Co	22,532	$5,662,512
7	SLQT	SelectQuote, Inc.	115,131	$72,532

All Filings in MRSH

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$89,389,708	515,363	-6.0%	Shares	Defined	2026-05-13
2025-12-31	$101,682,208	548,093	-3.4%	Shares	Defined	2026-02-12
2025-09-30	$114,334,010	567,330	+0.1%	Shares	Defined	2025-11-13
2025-06-30	$123,973,248	567,020	-33.5%	Shares	Defined	2025-08-05
2025-03-31	$208,028,981	852,473	-15.1%	Shares	Defined	2025-05-13
2024-12-31	$213,375,187	1,004,544	-23.2%	Shares	Defined	2025-02-13
2024-09-30	$291,986,213	1,308,827	+7.9%	Shares	Defined	2024-11-13
2024-06-30	$255,583,549	1,212,906	+3.0%	Shares	Defined	2024-08-14
2024-03-31	$242,597,267	1,177,771	-14.3%	Shares	Defined	2024-05-13
2023-12-31	$260,288,578	1,373,772	+73.2%	Shares	Defined	2024-02-08
2023-09-30	$150,911,513	793,019	-8.0%	Shares	Defined	2023-11-01
2023-06-30	$162,096,745	861,850	+46.3%	Shares	Defined	2023-08-02
2023-03-31	$98,089,786	588,951	-9.6%	Shares	Defined	2024-06-13
2022-12-31	$107,781,920	651,329	-40.9%	Shares	Defined	2023-02-01
2022-09-30	$164,667,465	1,103,004	+104.9%	Shares	Defined	2022-11-10
2022-06-30	$83,558,187	538,217	-2.0%	Shares	Defined	2022-08-11
2022-03-31	$93,637,436	549,451	-40.6%	Shares	Defined	2022-05-12
2021-12-31	$160,801,573	925,104	-13.6%	Shares	Defined	2022-02-11
2021-09-30	$162,115,654	1,070,565	+42.1%	Shares	Defined	2021-11-12
2021-06-30	$105,956,232	753,172	+24.4%	Shares	Defined	2021-08-12
2021-03-31	$73,748,801	605,491	-12.1%	Shares	Defined	2021-05-13
2020-12-31	$80,608,788	688,964	+16.0%	Shares	Defined	2021-02-12
2020-09-30	$68,139,711	594,069	+11.1%	Shares	Defined	2020-11-12
2020-06-30	$57,401,071	534,610	-0.6%	Shares	Defined	2020-08-12
2020-03-31	$46,491,959	537,728	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.