Position in MRSH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$394,945
-$174,044 QoQ
Shares Held
2,277
-25.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UMB Bank, n.a. holds $11,014,878 across 10 Insurance Brokers names. MRSH ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
118,550 | $7,730,644 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
9,469 | $2,050,795 | |
| 3 | AON |
Aon plc
|
1,450 | $468,030 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
2,277 | $394,945 | |
| 5 | WTW |
Willis Towers Watson PLC
|
474 | $137,791 | |
| 6 | SLQT |
SelectQuote, Inc.
|
200,000 | $126,000 | |
| 7 | ERIE |
Erie Indemnity Co
|
299 | $75,141 | |
| 8 | CRVL |
Corvel Corp
|
231 | $12,623 |
All Filings in MRSH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $394,945 | 2,277 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $568,989 | 3,067 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,349,815 | 26,546 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $9,987,036 | 45,678 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $9,457,625 | 38,756 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $396,143 | 1,865 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $328,387 | 1,472 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $321,979 | 1,528 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $277,660 | 1,348 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $254,457 | 1,343 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $259,758 | 1,365 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $242,434 | 1,289 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $212,350 | 1,275 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $213,799 | 1,292 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $260,211 | 1,743 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $273,239 | 1,760 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $299,938 | 1,760 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $333,734 | 1,920 | Shares | Defined | 2022-02-09 | |
| 2020-12-31 | $1,258,452 | 10,756 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,712,814 | 14,933 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,603,355 | 14,933 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,293,095 | 14,956 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||