AdvisorNet Financial, Inc

Position in WTW — Willis Towers Watson PLC

CIK 1409362 MINNETONKA, MN

Position in WTW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$29,273

-$2,994 QoQ

Shares Held

112

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#547

of 687 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AdvisorNet Financial, Inc holds $851,354 across 6 Insurance Brokers names. WTW ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,274	$292,472
2	AON	Aon plc	861	$285,585
3	MRSH	Marsh & Mclennan Companies, Inc.	1,437	$239,504
4	WTW	Willis Towers Watson PLC This page	112	$29,273
5	BRO	Brown & Brown, Inc.	63	$4,041
6	ERIE	Erie Indemnity Co	2	$479

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,273	112	+0.9%	Shares	Sole	2026-07-23
2026-03-31	$32,267	111	+2.8%	Shares	Sole	2026-04-17
2025-12-31	$35,488	108	0.0%	Shares	Sole	2026-01-20
2025-09-30	$37,308	108	0.0%	Shares	Sole	2025-10-09
2025-06-30	$33,102	108	-0.9%	Shares	Sole	2025-07-14
2025-03-31	$36,836	109	0.0%	Shares	Sole	2025-04-07
2024-12-31	$34,143	109	+0.9%	Shares	Sole	2025-01-13
2024-09-30	$31,809	108	0.0%	Shares	Sole	2024-10-15
2024-06-30	$28,311	108	+10700.0%	Shares	Sole	2024-07-16
2024-03-31	$275	1	0.0%	Shares	Sole	2024-04-12
2023-12-31	$241	1	-96.6%	Shares	Sole	2024-01-19
2023-06-30	$6,829	29	-31.0%	Shares	Sole	2023-07-14
2023-03-31	$9,759	42	-4.5%	Shares	Sole	2023-04-28
2022-12-31	$10,761	44	+51.7%	Shares	Sole	2023-01-13
2022-09-30	$5,827	29	+7.4%	Shares	Sole	2022-10-04
2022-06-30	$5,329	27	0.0%	Shares	Sole	2022-07-07
2022-03-31	$6,377	27	0.0%	Shares	Sole	2022-04-14
2021-12-31	$6,412	27	0.0%	Shares	Sole	2022-01-19
2021-09-30	$6,276	27	0.0%	Shares	Sole	2021-10-15
2021-06-30	$6,210	27	0.0%	Shares	Sole	2021-07-06
2021-03-31	$6,179	27	0.0%	Shares	Sole	2021-04-14
2020-12-31	$5,688	27	0.0%	Shares	Sole	2021-02-04
2020-09-30	$5,638	27	0.0%	Shares	Sole	2020-11-06
2020-06-30	$5,317	27	-88.9%	Shares	Sole	2020-08-26
2020-03-31	$41,273	243	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.