EVOLVE PRIVATE WEALTH, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 2111131 LOS ANGELES, CA

Position in MRSH

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

Position Value

$878,017

+$51,355 QoQ

Shares Held

5,268

+10.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#733

of 1,500 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $3,692,007 across 5 Insurance Brokers names. MRSH ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	3,389	$1,124,097
2	MRSH	Marsh & Mclennan Companies, Inc. This page	5,268	$878,017
3	AJG	Arthur J. Gallagher & Co.	3,583	$822,549
4	WTW	Willis Towers Watson PLC	2,025	$529,274
5	BRO	Brown & Brown, Inc.	5,270	$338,070

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$878,017	5,268	+10.5%	Shares	Defined	2026-08-12
2026-03-31	$826,662	4,766	+65.9%	Shares	Sole	2026-04-16
2025-12-31	$532,998	2,873	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.