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Equibles

UMB Bank, n.a.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 933429 Kansas City, MO
Back to MRSH Full portfolio

Position in MRSH

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$304,672
-$90,273 QoQ
Shares Held
1,828
-19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,027
of 1,502 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 46% Shared 0% None 54%

Common Shares in MRSH Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

UMB Bank, n.a. holds $11,083,515 across 11 Insurance Brokers names. MRSH ranks #4 (2.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BRO
Brown & Brown, Inc.
 118,038 $7,572,137
2 AJG
Arthur J. Gallagher & Co.
 9,738 $2,235,552
3 AON
Aon plc
 1,526 $506,158
4 MRSH
Marsh & Mclennan Companies, Inc.
This page 		1,828 $304,672
5 SLQT
SelectQuote, Inc.
 200,000 $168,200
6 WTW
Willis Towers Watson PLC
 535 $139,832
7 RYAN
Ryan Specialty Holdings, Inc.
 1,390 $52,486
8 ERIE
Erie Indemnity Co
 205 $49,148

All Filings in MRSH

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $304,672 1,828
2026-03-31 $394,945 2,277
2025-12-31 $568,989 3,067
2025-09-30 $5,349,815 26,546
2025-06-30 $9,987,036 45,678
2025-03-31 $9,457,625 38,756
2024-12-31 $396,143 1,865
2024-09-30 $328,387 1,472
2024-06-30 $321,979 1,528
2024-03-31 $277,660 1,348
2023-12-31 $254,457 1,343
2023-09-30 $259,758 1,365
2023-06-30 $242,434 1,289
2023-03-31 $212,350 1,275
2022-12-31 $213,799 1,292
2022-09-30 $260,211 1,743
2022-06-30 $273,239 1,760
2022-03-31 $299,938 1,760
2021-12-31 $333,734 1,920
2020-12-31 $1,258,452 10,756
2020-09-30 $1,712,814 14,933
2020-06-30 $1,603,355 14,933
2020-03-31 $1,293,095 14,956