Millstone Evans Group, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2041943
BOULDER, CO
Position in MRSH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$209,170
-$7,989 QoQ
Shares Held
1,255
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,180
of 1,500 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Millstone Evans Group, LLC holds $267,469 across 4 Insurance Brokers names. MRSH ranks #1 (78.2% of the industry book) .
All Filings in MRSH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,170 | 1,255 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $217,159 | 1,252 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $232,271 | 1,252 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $267,027 | 1,325 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $289,698 | 1,325 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $323,339 | 1,325 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $281,443 | 1,325 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||