CARY STREET PARTNERS FINANCIAL LLC
Position in WTW — Willis Towers Watson PLC
CIK 1475045
RICHMOND, VA
Position in WTW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,072,141
-$288,052 QoQ
Shares Held
7,928
-2.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#252
of 687 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $13,928,941 across 4 Insurance Brokers names. WTW ranks #4 (14.9% of the industry book) .
All Filings in WTW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,072,141 | 7,928 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $2,360,193 | 8,119 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $2,818,730 | 8,578 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,013,705 | 8,724 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,829,608 | 9,232 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,338,945 | 9,880 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $3,322,535 | 10,607 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||