BOK Financial Private Wealth, Inc.

Position in WTW — Willis Towers Watson PLC

CIK 1317348 DENVER, CO

Position in WTW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,568

+$942 QoQ

Shares Held

+200.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#643

of 687 holders

Holding Since

Dec 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $324,786 across 6 Insurance Brokers names. WTW ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	4,926	$316,002
2	MRSH	Marsh & Mclennan Companies, Inc.	19	$3,166
3	AON	Aon plc	8	$2,653
4	WTW	Willis Towers Watson PLC This page	6	$1,568
5	AJG	Arthur J. Gallagher & Co.	4	$918
6	ERIE	Erie Indemnity Co	2	$479

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,568	6	+200.0%	Shares	Sole	2026-08-10
2024-12-31	$626	2	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.