High Note Wealth, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1807283 DEEPHAVEN, MN

Position in MRSH

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

Position Value

$20,167

+$1,261 QoQ

Shares Held

121

+11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,346

of 1,495 holders

Holding Since

Dec 2024

7 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. MRSH ranks #3 (8.3% 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. This page	121	$20,167
4	BRO	Brown & Brown, Inc.	87	$5,581
5	CRVL	Corvel Corp	88	$5,501
6	WTW	Willis Towers Watson PLC	8	$2,090

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,167	121	+11.0%	Shares	Sole	2026-07-23
2026-03-31	$18,906	109	+1.9%	Shares	Sole	2026-05-11
2025-12-31	$19,850	107	+17.6%	Shares	Sole	2026-02-05
2025-09-30	$18,339	91	0.0%	Shares	Sole	2025-11-04
2025-06-30	$19,896	91	-4.2%	Shares	Sole	2025-07-23
2025-03-31	$23,182	95	0.0%	Shares	Sole	2025-05-01
2024-12-31	$20,178	95	—	Shares	Sole	2025-04-01
No filing history on record for this holder in this stock.