MONETA GROUP INVESTMENT ADVISORS LLC
Position in WTW — Willis Towers Watson PLC
CIK 1120927
ST LOUIS, MO
Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$357,554
-$305,823 QoQ
Shares Held
1,368
-40.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#432
of 692 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $4,601,331 across 4 Insurance Brokers names. WTW ranks #3 (7.8% of the industry book) .
All Filings in WTW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,554 | 1,368 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||