D.A. DAVIDSON & CO.

Position in WTW — Willis Towers Watson PLC

CIK 1080107 GREAT FALLS, MT

Position in WTW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,904,346

+$64,773 QoQ

Shares Held

18,764

+12.7% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#184

of 687 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $7,314,041 across 5 Insurance Brokers names. WTW ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC This page	18,764	$4,904,346
2	AJG	Arthur J. Gallagher & Co.	3,049	$699,958
3	MRSH	Marsh & Mclennan Companies, Inc.	4,182	$697,013
4	AON	Aon plc	1,950	$646,795
5	CRVL	Corvel Corp	5,853	$365,929

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,904,346	18,764	+12.7%	Shares	Sole	2026-07-24
2026-03-31	$4,839,573	16,648	+13.5%	Shares	Sole	2026-05-05
2025-12-31	$4,821,219	14,672	+95.6%	Shares	Sole	2026-01-29
2025-09-30	$2,591,565	7,502	+213.6%	Shares	Sole	2025-10-22
2025-06-30	$733,148	2,392	+76.4%	Shares	Sole	2025-07-30
2025-03-31	$458,260	1,356	—	Shares	Sole	2025-04-28
No filing history on record for this holder in this stock.