EVERGREEN CAPITAL MANAGEMENT LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1260824 Bellevue, WA

Position in MRSH

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,477,862

+$346,622 QoQ

Shares Held

8,867

+36.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#609

of 1,495 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 14% Shared 86% None 0%

Financial Services · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $4,961,675 across 6 Insurance Brokers names. MRSH ranks #1 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	8,867	$1,477,862
2	BRO	Brown & Brown, Inc.	14,849	$952,562
3	AON	Aon plc	2,796	$927,404
4	AJG	Arthur J. Gallagher & Co.	3,367	$772,962
5	ERIE	Erie Indemnity Co	2,034	$487,651
6	CRVL	Corvel Corp	5,490	$343,234

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,477,862	8,867	+36.0%	Shares	Other	2026-07-23
2026-03-31	$1,131,240	6,522	+173.6%	Shares	Sole	2026-05-14
2025-12-31	$442,279	2,384	-9.1%	Shares	Other	2026-01-27
2025-09-30	$528,411	2,622	+35.2%	Shares	Sole	2025-10-28
2025-06-30	$423,942	1,939	-3.0%	Shares	Sole	2025-08-14
2025-03-31	$487,571	1,998	+8.6%	Shares	Other	2025-05-15
2024-12-31	$390,621	1,839	-3.8%	Shares	Sole	2025-02-13
2024-09-30	$426,548	1,912	+6.8%	Shares	Other	2024-11-14
2024-06-30	$377,398	1,791	+18.1%	Shares	Other	2024-08-14
2024-03-31	$312,471	1,517	+7.3%	Shares	Sole	2024-05-15
2023-12-31	$267,909	1,414	-7.2%	Shares	Other	2024-02-14
2023-09-30	$290,016	1,524	+2.6%	Shares	Sole	2023-11-14
2023-06-30	$279,486	1,486	+5.2%	Shares	Other	2023-08-14
2023-03-31	$235,334	1,413	+0.9%	Shares	Sole	2023-05-15
2022-12-31	$231,671	1,400	—	Shares	Other	2023-02-14
No filing history on record for this holder in this stock.