High Note Wealth, LLC

Position in BRO — Brown & Brown, Inc.

CIK 1807283 DEEPHAVEN, MN

Position in BRO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$5,581

+$3,669 QoQ

Shares Held

+262.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#729

of 800 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

High Note Wealth, LLC holds $242,604 across 6 Insurance Brokers names. BRO ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	570	$189,063
2	AJG	Arthur J. Gallagher & Co.	88	$20,202
3	MRSH	Marsh & Mclennan Companies, Inc.	121	$20,167
4	BRO	Brown & Brown, Inc. This page	87	$5,581
5	CRVL	Corvel Corp	88	$5,501
6	WTW	Willis Towers Watson PLC	8	$2,090

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,581	87	+262.5%	Shares	Sole	2026-07-23
2025-12-31	$1,912	24	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.