Crestwood Advisors Group, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1426853 BOSTON, MA

Position in MRSH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$15,556,811

-$1,222,048 QoQ

Shares Held

93,339

-3.5% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#255

of 1,500 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $18,493,863 across 4 Insurance Brokers names. MRSH ranks #1 (84.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	93,339	$15,556,811
2	AON	Aon plc	6,648	$2,205,075
3	BRO	Brown & Brown, Inc.	6,887	$441,801
4	AJG	Arthur J. Gallagher & Co.	1,264	$290,176

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,556,811	93,339	-3.5%	Shares	Sole	2026-08-03
2026-03-31	$16,778,859	96,736	+0.0%	Shares	Sole	2026-05-05
2025-12-31	$17,944,978	96,728	-1.6%	Shares	Sole	2026-02-03
2025-09-30	$19,807,577	98,286	-0.5%	Shares	Sole	2025-11-07
2025-06-30	$21,604,255	98,812	-0.0%	Shares	Sole	2025-08-05
2025-03-31	$24,120,413	98,842	-1.5%	Shares	Sole	2025-05-05
2024-12-31	$21,313,644	100,342	+0.2%	Shares	Sole	2025-02-04
2024-09-30	$22,344,694	100,160	-1.7%	Shares	Sole	2024-10-30
2024-06-30	$21,460,356	101,843	-0.4%	Shares	Sole	2024-08-01
2024-03-31	$21,054,863	102,218	-0.9%	Shares	Sole	2024-05-08
2023-12-31	$19,546,483	103,164	-1.2%	Shares	Sole	2024-02-13
2023-09-30	$19,866,749	104,397	-7.6%	Shares	Sole	2023-11-15
2023-06-30	$21,250,971	112,989	-35.6%	Shares	Sole	2023-08-15
2023-03-31	$29,212,870	175,400	-4.9%	Shares	Sole	2023-05-12
2022-12-31	$30,506,238	184,350	-1.8%	Shares	Sole	2023-02-14
2022-09-30	$28,030,839	187,761	-0.2%	Shares	Sole	2022-10-26
2022-06-30	$29,212,616	188,165	+0.9%	Shares	Sole	2022-07-07
2022-03-31	$31,771,230	186,429	+0.0%	Shares	Sole	2022-04-12
2021-12-31	$32,404,393	186,425	-0.6%	Shares	Sole	2022-02-15
2021-09-30	$28,405,542	187,582	+0.3%	Shares	Sole	2021-11-03
2021-06-30	$26,307,441	187,002	+0.1%	Shares	Sole	2021-08-13
2021-03-31	$22,758,695	186,853	+0.2%	Shares	Sole	2021-04-21
2020-12-31	$21,817,458	186,474	+0.8%	Shares	Sole	2021-02-09
2020-09-30	$21,226,955	185,065	-0.6%	Shares	Sole	2020-10-06
2020-06-30	$19,988,321	186,163	+4.6%	Shares	Sole	2020-08-14
2020-03-31	$15,380,715	177,894	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.