HM PAYSON & CO

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 928052 PORTLAND, ME

Position in MRSH

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$789,015

-$30,708 QoQ

Shares Held

4,734

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#754

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Financial Services · as of Jun 30, 2026

HM PAYSON & CO holds $12,628,713 across 4 Insurance Brokers names. MRSH ranks #2 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	34,745	$11,524,568
2	MRSH	Marsh & Mclennan Companies, Inc. This page	4,734	$789,015
3	AJG	Arthur J. Gallagher & Co.	1,291	$296,374
4	CRVL	Corvel Corp	300	$18,756

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$789,015	4,734	+0.2%	Shares	Sole	2026-07-17
2026-03-31	$819,723	4,726	0.0%	Shares	Sole	2026-04-13
2025-12-31	$876,767	4,726	-4.5%	Shares	Sole	2026-02-12
2025-09-30	$997,573	4,950	+0.1%	Shares	Sole	2025-10-17
2025-06-30	$1,081,393	4,946	+1.1%	Shares	Sole	2025-10-17
2025-03-31	$1,194,037	4,893	-0.9%	Shares	Sole	2025-04-29
2024-12-31	$1,048,242	4,935	-0.0%	Shares	Sole	2025-02-07
2024-09-30	$1,101,395	4,937	+2.7%	Shares	Sole	2024-10-28
2024-06-30	$1,012,719	4,806	-2.5%	Shares	Sole	2024-08-13
2024-03-31	$1,015,069	4,928	+0.3%	Shares	Sole	2024-06-20
2023-12-31	$931,244	4,915	-2.4%	Shares	Sole	2024-02-13
2023-09-30	$958,540	5,037	+17.3%	Shares	Sole	2023-11-06
2023-06-30	$807,426	4,293	-44.6%	Shares	Sole	2023-07-17
2023-03-31	$1,289,596	7,743	+3.1%	Shares	Sole	2023-04-18
2022-12-31	$1,242,920	7,511	-1.1%	Shares	Sole	2023-02-06
2022-09-30	$1,134,006	7,596	+1.2%	Shares	Sole	2022-10-25
2022-06-30	$1,164,996	7,504	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$1,279,854	7,510	+0.8%	Shares	Sole	2022-05-12
2021-12-31	$1,295,654	7,454	-2.2%	Shares	Sole	2022-02-15
2021-09-30	$1,153,593	7,618	+2.2%	Shares	Sole	2021-11-30
2021-06-30	$1,048,628	7,454	0.0%	Shares	Sole	2021-08-17
2021-03-31	$907,897	7,454	-3.4%	Shares	Sole	2021-06-15
2020-12-31	$903,006	7,718	+1.5%	Shares	Sole	2021-03-10
2020-09-30	$872,178	7,604	+0.3%	Shares	Sole	2020-12-21
2020-06-30	$814,294	7,584	0.0%	Shares	Sole	2020-08-13
2020-03-31	$655,712	7,584	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.