HIGHLINE WEALTH PARTNERS LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 2042654
SHERMAN OAKS, CA
Position in MRSH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$18,667
+$3,924 QoQ
Shares Held
112
+31.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,357
of 1,500 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $45,737 across 4 Insurance Brokers names. MRSH ranks #1 (40.8% of the industry book) .
All Filings in MRSH
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,667 | 112 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,743 | 85 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $14,099 | 76 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $8,262 | 41 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,591 | 21 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,392 | 18 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,186 | 15 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $6,023 | 27 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,107 | 10 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $1,235 | 6 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $1,136 | 6 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $11,037 | 58 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $1,128 | 6 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $999 | 6 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $992 | 6 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $895 | 6 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||