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Equibles

BRIGHT ROCK CAPITAL MANAGEMENT, LLC

Position in MORN — Morningstar, Inc.

CIK 1509973 HANOVER, MA
Back to MORN Full portfolio

Position in MORN

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$1,170,150
-$97,725 QoQ
Shares Held
7,500
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#156
of 419 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

BRIGHT ROCK CAPITAL MANAGEMENT, LLC holds $18,052,440 across 4 Financial Data & Stock Exchanges names. MORN ranks #4 (6.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPGI
S&P Global Inc.
 23,782 $8,669,205
2 ICE
Intercontinental Exchange, Inc.
 55,500 $6,832,605
3 FDS
Factset Research Systems Inc
 6,000 $1,380,480
4 MORN
Morningstar, Inc.
This page 		7,500 $1,170,150

All Filings in MORN

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,170,150 7,500
2026-03-31 $1,267,875 7,500
2025-12-31 $1,629,825 7,500
2025-09-30 $1,740,075 7,500
2025-06-30 $2,354,475 7,500
2025-03-31 $2,249,025 7,500
2024-12-31 $2,525,700 7,500
2024-09-30 $2,393,400 7,500
2024-06-30 $2,218,875 7,500
2024-03-31 $2,312,775 7,500
2023-12-31 $2,146,800 7,500
2023-09-30 $2,342,400 10,000
2023-06-30 $1,960,700 10,000
2023-03-31 $2,030,300 10,000
2022-12-31 $2,165,900 10,000
2022-09-30 $2,123,200 10,000
2022-06-30 $2,418,300 10,000
2022-03-31 $2,731,700 10,000
2021-12-31 $3,419,900 10,000
2021-09-30 $2,590,300 10,000
2021-06-30 $2,571,100 10,000
2021-03-31 $2,250,400 10,000
2020-12-31 $2,315,700 10,000
2020-09-30 $1,606,100 10,000
2020-06-30 $1,409,700 10,000

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