Position in MRSH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$259,671
+$8,169 QoQ
Shares Held
1,558
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,090
of 1,495 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Fayez Sarofim & Co holds $11,421,702 across 2 Insurance Brokers names. MRSH ranks #2 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
33,652 | $11,162,031 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
1,558 | $259,671 |
All Filings in MRSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,671 | 1,558 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $251,502 | 1,450 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $269,004 | 1,450 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $292,218 | 1,450 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $317,028 | 1,450 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $353,843 | 1,450 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $307,994 | 1,450 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $323,480 | 1,450 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $305,544 | 1,450 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $298,671 | 1,450 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $274,731 | 1,450 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $307,144 | 1,614 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $303,561 | 1,614 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,801,238 | 10,815 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,789,500 | 10,814 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,167,038 | 21,214 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,678,873 | 10,814 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,913,646 | 11,229 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,938,093 | 11,150 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,688,444 | 11,150 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,574,209 | 11,190 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,552,950 | 12,750 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,491,750 | 12,750 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,462,425 | 12,750 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,396,561 | 13,007 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,124,585 | 13,007 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||