High Note Wealth, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1807283 DEEPHAVEN, MN

Position in WTW

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

Position Value

$2,090

+$1,218 QoQ

Shares Held

+166.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#635

of 687 holders

Holding Since

Mar 2026

2 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. WTW ranks #6 (0.9% 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.	121	$20,167
4	BRO	Brown & Brown, Inc.	87	$5,581
5	CRVL	Corvel Corp	88	$5,501
6	WTW	Willis Towers Watson PLC This page	8	$2,090

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,090	8	+166.7%	Shares	Sole	2026-07-23
2026-03-31	$872	3	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.