COLDSTREAM CAPITAL MANAGEMENT INC

Position in WTW — Willis Towers Watson PLC

CIK 1082339 BELLEVUE, WA

Position in WTW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$412,441

-$132,912 QoQ

Shares Held

1,578

-15.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#412

of 687 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Financial Services · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $9,735,428 across 5 Insurance Brokers names. WTW ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	14,006	$3,215,357
2	BRO	Brown & Brown, Inc.	40,842	$2,620,014
3	MRSH	Marsh & Mclennan Companies, Inc.	10,931	$1,821,869
4	AON	Aon plc	5,022	$1,665,747
5	WTW	Willis Towers Watson PLC This page	1,578	$412,441

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,441	1,578	-15.9%	Shares	Sole	2026-08-14
2026-03-31	$545,353	1,876	+0.4%	Shares	Sole	2026-05-08
2025-12-31	$614,153	1,869	-4.7%	Shares	Sole	2026-02-09
2025-09-30	$677,427	1,961	+21.4%	Shares	Sole	2025-11-19
2025-06-30	$494,997	1,615	+13.3%	Shares	Sole	2025-08-12
2025-03-31	$481,578	1,425	+29.1%	Shares	Sole	2025-05-13
2024-12-31	$345,816	1,104	+9.0%	Shares	Sole	2025-02-14
2024-09-30	$298,358	1,013	+17.1%	Shares	Sole	2024-11-18
2024-06-30	$226,751	865	+6.7%	Shares	Sole	2024-08-07
2024-03-31	$223,025	811	-4.7%	Shares	Sole	2024-05-14
2023-12-31	$205,261	851	-55.7%	Shares	Sole	2024-02-09
2023-09-30	$400,994	1,919	-2.1%	Shares	Sole	2023-11-02
2023-06-30	$461,580	1,960	-0.6%	Shares	Sole	2023-08-03
2023-03-31	$458,020	1,971	+1.9%	Shares	Sole	2023-05-15
2022-12-31	$473,262	1,935	+8.0%	Shares	Sole	2023-01-10
2022-06-30	$353,722	1,792	-1.0%	Shares	Sole	2022-08-08
2022-03-31	$427,558	1,810	+0.6%	Shares	Sole	2022-05-11
2021-12-31	$427,482	1,800	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.