Position in MORN
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$24,651
-$4,934 QoQ
Shares Held
158
+58.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#332
of 416 holders
Holding Since
Dec 2022
8 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, 2026Grove Bank & Trust holds $3,134,232 across 10 Financial Data & Stock Exchanges names. MORN ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
4,999 | $1,103,928 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
8,156 | $1,004,084 | |
| 3 | SPGI |
S&P Global Inc.
|
984 | $358,712 | |
| 4 | MSCI |
MSCI Inc.
|
395 | $221,215 | |
| 5 | MCO |
Moodys Corp /De/
|
444 | $201,096 | |
| 6 | FDS |
Factset Research Systems Inc
|
790 | $181,763 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
383 | $30,188 | |
| 8 | MORN |
Morningstar, Inc.
This page
|
158 | $24,651 |
All Filings in MORN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,651 | 158 | Shares | Sole | 2026-07-07 | |
| 2024-06-30 | $29,585 | 100 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $30,837 | 100 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $28,624 | 100 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $23,424 | 100 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $19,607 | 100 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $20,303 | 100 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $21,659 | 100 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||