MONETA GROUP INVESTMENT ADVISORS LLC
Position in WTW — Willis Towers Watson PLC
CIK 1120927
ST LOUIS, MO
Position in WTW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$663,377
+$411,670 QoQ
Shares Held
2,282
+197.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $5,096,267 across 4 Insurance Brokers names. WTW ranks #3 (13.0% of the industry book) .
All Filings in WTW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $663,377 | 2,282 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $251,707 | 766 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||