LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 932974
BOSTON, MA
Position in MRSH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$294,839
-$40,613 QoQ
Shares Held
1,769
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,036
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $463,894 across 3 Insurance Brokers names. MRSH ranks #1 (63.6% of the industry book) .
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,839 | 1,769 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $335,452 | 1,934 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $358,795 | 1,934 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $662,227 | 3,286 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $718,451 | 3,286 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $826,285 | 3,386 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $719,220 | 3,386 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $840,156 | 3,766 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $793,571 | 3,766 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $785,401 | 3,813 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $841,436 | 4,441 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,130,572 | 5,941 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,453,294 | 7,727 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,288,097 | 7,734 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,279,822 | 7,734 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $1,244,182 | 8,334 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,293,853 | 8,334 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,316,835 | 7,727 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,343,107 | 7,727 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,170,099 | 7,727 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,098,007 | 7,805 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $950,649 | 7,805 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $981,045 | 8,385 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $955,106 | 8,327 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $894,069 | 8,327 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $719,952 | 8,327 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||