Alpine Bank Wealth Management
BankPosition in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1974910
GRAND JUNCTION, CO
Position in MRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,333
-$1,325 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,418
of 1,500 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Alpine Bank Wealth Management holds $246,808 across 2 Insurance Brokers names. MRSH ranks #2 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
725 | $240,475 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
38 | $6,333 |
All Filings in MRSH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,333 | 38 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $7,658 | 38 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,308 | 38 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||