UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1463217 IRVING, TX

Position in WTW

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$245,426

-$6,901 QoQ

Shares Held

939

+8.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#482

of 687 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $21,726,383 across 5 Insurance Brokers names. WTW ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	57,766	$13,261,340
2	AON	Aon plc	14,137	$4,689,101
3	MRSH	Marsh & Mclennan Companies, Inc.	13,506	$2,251,045
4	BRO	Brown & Brown, Inc.	19,945	$1,279,471
5	WTW	Willis Towers Watson PLC This page	939	$245,426

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,426	939	+8.2%	Shares	Defined	2026-08-17
2026-03-31	$252,327	868	+18.6%	Shares	Defined	2026-05-15
2025-12-31	$240,535	732	-5.7%	Shares	Defined	2026-02-17
2025-09-30	$268,069	776	+2.5%	Shares	Defined	2025-11-14
2025-06-30	$232,020	757	-2.1%	Shares	Defined	2025-08-11
2025-03-31	$261,235	773	-1.4%	Shares	Defined	2025-05-13
2024-12-31	$245,580	784	-35.9%	Shares	Defined	2025-02-13
2024-09-30	$360,504	1,224	+8.3%	Shares	Defined	2024-11-12
2024-06-30	$296,218	1,130	+10.5%	Shares	Defined	2024-08-14
2024-03-31	$281,325	1,023	-21.4%	Shares	Defined	2024-05-15
2022-03-31	$307,558	1,302	+0.6%	Shares	Defined	2022-05-16
2021-12-31	$307,312	1,294	-0.8%	Shares	Defined	2022-02-14
2021-09-30	$303,360	1,305	-9.5%	Shares	Defined	2021-11-15
2021-06-30	$331,688	1,442	-2.6%	Shares	Defined	2021-08-13
2021-03-31	$338,742	1,480	+2.4%	Shares	Defined	2021-05-14
2020-12-31	$304,432	1,445	-5.6%	Shares	Defined	2021-02-17
2020-09-30	$319,703	1,531	+0.9%	Shares	Defined	2020-11-13
2020-06-30	$298,970	1,518	-3.2%	Shares	Defined	2020-08-13
2020-03-31	$266,324	1,568	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.