EVOLUTION WEALTH MANAGEMENT INC.

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2010029 FORT MYERS, FL

Position in MRSH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$7,500

+$1,950 QoQ

Shares Held

+40.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,406

of 1,494 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVOLUTION WEALTH MANAGEMENT INC. holds $21,019 across 3 Insurance Brokers names. MRSH ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	43	$9,871
2	MRSH	Marsh & Mclennan Companies, Inc. This page	45	$7,500
3	AON	Aon plc	11	$3,648

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,500	45	+40.6%	Shares	Sole	2026-07-21
2026-03-31	$5,550	32	+966.7%	Shares	Sole	2026-04-27
2025-12-31	$556	3	-72.7%	Shares	Sole	2026-02-10
2025-06-30	$2,405	11	—	Shares	Sole	2025-08-29
No filing history on record for this holder in this stock.