Curated Wealth Partners LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1781284 EL SEGUNDO, CA

Position in MRSH

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$12,585,251

+$12,379,193 QoQ

Shares Held

75,510

+6256.1% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#10

of 116 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

Curated Wealth Partners LLC holds $135,078,694 across 9 Insurance Brokers names. MRSH ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	197,440	$45,326,300
2	AON	Aon plc	108,328	$35,931,314
3	BRO	Brown & Brown, Inc.	500,666	$32,117,723
4	MRSH	Marsh & Mclennan Companies, Inc. This page	75,510	$12,585,251
5	BWIN	Baldwin Insurance Group, Inc.	105,131	$2,794,381
6	WTW	Willis Towers Watson PLC	10,611	$2,773,396
7	CRVL	Corvel Corp	40,700	$2,544,564
8	GSHD	Goosehead Insurance, Inc.	16,090	$780,365

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,585,251	75,510	+6256.1%	Shares	Other	2026-07-13
2026-03-31	$206,058	1,188	-39.4%	Shares	Other	2026-04-09
2025-12-31	$363,433	1,959	+46.0%	Shares	Other	2026-01-12
2022-09-30	$200,347	1,342	0.0%	Shares	Other	2022-10-14
2022-06-30	$208,344	1,342	-29.2%	Shares	Other	2022-07-27
2022-03-31	$323,115	1,896	0.0%	Shares	Other	2022-04-28
2021-12-31	$329,562	1,896	+0.7%	Shares	Other	2022-02-03
2021-09-30	$285,142	1,883	-8.9%	Shares	Other	2021-11-08
2021-06-30	$290,926	2,068	+13.2%	Shares	Other	2021-08-11
2021-03-31	$222,528	1,827	-10.0%	Shares	Other	2021-05-14
2020-12-31	$237,627	2,031	—	Shares	Other	2021-02-16
No filing history on record for this holder in this stock.