Plante Moran Financial Advisors, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1424717
SOUTHFIELD, MI
Position in WTW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,068
-$1,467 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#574
of 687 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $598,673 across 7 Insurance Brokers names. WTW ranks #3 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,607 | $533,025 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
305 | $50,834 | |
| 3 | WTW |
Willis Towers Watson PLC
This page
|
50 | $13,068 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3 | $688 | |
| 5 | CRVL |
Corvel Corp
|
10 | $625 | |
| 6 | ERIE |
Erie Indemnity Co
|
1 | $239 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
4 | $194 |
All Filings in WTW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,068 | 50 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,535 | 50 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $16,430 | 50 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,272 | 50 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $15,325 | 50 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $16,897 | 50 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $19,734 | 63 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $14,726 | 50 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $13,107 | 50 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,750 | 50 | Shares | Sole | 2024-05-09 | |
| 2020-12-31 | $1,685 | 8 | Shares | Sole | 2021-02-09 | |
| 2020-06-30 | $9,059 | 46 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $7,813 | 46 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||