ELEVATION WEALTH PARTNERS, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1976256 WALNUT CREEK, CA

Position in MRSH

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$79,334

+$25,392 QoQ

Shares Held

476

+53.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,242

of 1,495 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $266,843 across 7 Insurance Brokers names. MRSH ranks #1 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	476	$79,334
2	AON	Aon plc	221	$73,303
3	AJG	Arthur J. Gallagher & Co.	301	$69,100
4	BWIN	Baldwin Insurance Group, Inc.	672	$17,861
5	BRO	Brown & Brown, Inc.	225	$14,433
6	ERIE	Erie Indemnity Co	36	$8,631
7	WTW	Willis Towers Watson PLC	16	$4,181

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,334	476	+53.1%	Shares	Sole	2026-07-08
2026-03-31	$53,942	311	+23.4%	Shares	Sole	2026-04-14
2025-12-31	$46,751	252	-2.3%	Shares	Sole	2026-01-09
2025-09-30	$51,994	258	+8.9%	Shares	Sole	2025-10-14
2025-06-30	$51,817	237	+14.5%	Shares	Sole	2025-07-08
2025-03-31	$50,514	207	+16.3%	Shares	Sole	2025-04-09
2024-12-31	$37,808	178	+21.1%	Shares	Sole	2025-01-29
2024-09-30	$32,794	147	0.0%	Shares	Sole	2024-10-04
2024-06-30	$30,975	147	0.0%	Shares	Sole	2024-07-09
2024-03-31	$30,279	147	0.0%	Shares	Sole	2024-04-19
2023-12-31	$27,852	147	0.0%	Shares	Sole	2024-01-17
2023-09-30	$27,974	147	0.0%	Shares	Sole	2023-10-10
2023-06-30	$27,647	147	0.0%	Shares	Sole	2023-07-06
2023-03-31	$24,482	147	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.