COLDSTREAM CAPITAL MANAGEMENT INC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1082339 BELLEVUE, WA

Position in MRSH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,821,869

-$327,870 QoQ

Shares Held

10,931

-11.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#569

of 1,500 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 54% Shared 0% None 46%

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $9,735,428 across 5 Insurance Brokers names. MRSH ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	14,006	$3,215,357
2	BRO	Brown & Brown, Inc.	40,842	$2,620,014
3	MRSH	Marsh & Mclennan Companies, Inc. This page	10,931	$1,821,869
4	AON	Aon plc	5,022	$1,665,747
5	WTW	Willis Towers Watson PLC	1,578	$412,441

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,821,869	10,931	-11.8%	Shares	Sole	2026-08-14
2026-03-31	$2,149,739	12,394	-1.4%	Shares	Sole	2026-05-08
2025-12-31	$2,330,873	12,564	-2.1%	Shares	Sole	2026-02-09
2025-09-30	$2,586,436	12,834	-5.6%	Shares	Sole	2025-11-19
2025-06-30	$2,971,098	13,589	+9.9%	Shares	Sole	2025-08-12
2025-03-31	$3,016,210	12,360	+3.5%	Shares	Sole	2025-05-13
2024-12-31	$2,536,387	11,941	+3.7%	Shares	Sole	2025-02-14
2024-09-30	$2,568,658	11,514	+9.2%	Shares	Sole	2024-11-18
2024-06-30	$2,221,620	10,543	+16.1%	Shares	Sole	2024-08-07
2024-03-31	$1,871,122	9,084	+10.6%	Shares	Sole	2024-05-14
2023-12-31	$1,556,496	8,215	+11.5%	Shares	Sole	2024-02-09
2023-09-30	$1,401,749	7,366	-0.6%	Shares	Sole	2023-11-02
2023-06-30	$1,393,296	7,408	+2.7%	Shares	Sole	2023-08-03
2023-03-31	$1,200,825	7,210	-1.4%	Shares	Sole	2023-05-15
2022-12-31	$1,209,493	7,309	+9.0%	Shares	Sole	2023-01-10
2022-06-30	$1,040,796	6,704	+19.9%	Shares	Sole	2022-08-08
2022-03-31	$952,477	5,589	-11.3%	Shares	Sole	2022-05-11
2021-12-31	$1,094,892	6,299	+103.7%	Shares	Sole	2022-02-11
2021-09-30	$468,221	3,092	-9.7%	Shares	Sole	2021-11-12
2021-06-30	$481,829	3,425	+6.9%	Shares	Sole	2021-08-16
2021-03-31	$390,247	3,204	-1.7%	Shares	Sole	2021-06-16
2020-12-31	$381,420	3,260	+26.7%	Shares	Sole	2021-02-16
2020-09-30	$295,123	2,573	-0.1%	Shares	Sole	2020-11-16
2020-06-30	$276,585	2,576	+8.2%	Shares	Sole	2020-08-12
2020-03-31	$205,861	2,381	—	Shares	Sole	2020-05-27
No filing history on record for this holder in this stock.