HighMark Wealth Management LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1802451
ST. PAUL, MN
Position in MRSH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$51,334
-$2,088 QoQ
Shares Held
308
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,279
of 1,500 holders
Holding Since
Mar 2020
26 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, 2026HighMark Wealth Management LLC holds $52,329 across 2 Insurance Brokers names. MRSH ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
308 | $51,334 | |
| 2 | AON |
Aon plc
|
3 | $995 |
All Filings in MRSH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,334 | 308 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $53,422 | 308 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $57,140 | 308 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $62,071 | 308 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $67,341 | 308 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $75,161 | 308 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $65,422 | 308 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $68,711 | 308 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $64,901 | 308 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $63,441 | 308 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $58,356 | 308 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $58,612 | 308 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $57,928 | 308 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $51,297 | 308 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $50,967 | 308 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $45,981 | 308 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $47,817 | 308 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $52,489 | 308 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $53,536 | 308 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $46,640 | 308 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $43,329 | 308 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $37,270 | 306 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $35,685 | 305 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $34,868 | 304 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $32,533 | 303 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $26,024 | 301 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||