ELEVATION POINT WEALTH PARTNERS, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1744349 DENVER, CO

Position in MRSH

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,736,614

+$41,210 QoQ

Shares Held

34,419

+4.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#386

of 1,495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $10,336,416 across 5 Insurance Brokers names. MRSH ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	34,419	$5,736,614
2	AON	Aon plc	10,780	$3,575,618
3	AJG	Arthur J. Gallagher & Co.	1,797	$412,537
4	WTW	Willis Towers Watson PLC	1,394	$364,349
5	BRO	Brown & Brown, Inc.	3,855	$247,298

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,736,614	34,419	+4.8%	Shares	Sole	2026-08-12
2026-03-31	$5,695,404	32,836	+640.9%	Shares	Sole	2026-04-27
2025-12-31	$822,224	4,432	-83.0%	Shares	Sole	2026-02-12
2025-09-30	$5,241,795	26,010	+4.9%	Shares	Sole	2025-11-14
2025-06-30	$5,423,365	24,805	+6.9%	Shares	Sole	2026-02-03
2025-03-31	$5,661,251	23,199	-1.5%	Shares	Sole	2026-02-03
2024-12-31	$5,002,467	23,551	+186.6%	Shares	Sole	2026-02-03
2024-09-30	$1,833,130	8,217	+72.7%	Shares	Sole	2026-02-03
2024-06-30	$1,002,395	4,757	+332.1%	Shares	Sole	2026-02-03
2024-03-31	$226,783	1,101	-32.0%	Shares	Sole	2026-02-03
2023-12-31	$306,562	1,618	-79.2%	Shares	Sole	2024-02-13
2023-09-30	$1,482,246	7,789	-2.4%	Shares	Sole	2023-10-11
2023-06-30	$1,501,442	7,983	+1.0%	Shares	Sole	2023-08-14
2023-03-31	$1,316,577	7,905	-25.6%	Shares	Sole	2023-05-11
2022-12-31	$1,757,894	10,623	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$1,579,637	10,581	-6.1%	Shares	Sole	2022-11-07
2022-06-30	$1,749,046	11,266	+7.2%	Shares	Sole	2022-08-02
2022-03-31	$1,790,602	10,507	+34.5%	Shares	Sole	2022-05-03
2021-12-31	$1,358,229	7,814	-2.8%	Shares	Sole	2022-02-02
2021-09-30	$1,217,042	8,037	-7.3%	Shares	Sole	2021-11-02
2021-06-30	$1,219,836	8,671	+1.1%	Shares	Sole	2021-08-04
2021-03-31	$1,045,044	8,580	+52.2%	Shares	Sole	2021-05-04
2020-12-31	$659,412	5,636	-13.8%	Shares	Sole	2021-02-12
2020-09-30	$749,793	6,537	+4.9%	Shares	Sole	2020-11-16
2020-06-30	$668,807	6,229	+16.8%	Shares	Sole	2020-07-09
2020-03-31	$461,264	5,335	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.