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Equibles

Transamerica Financial Advisors, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1502149 CEDAR RAPIDS, IA
Back to WTW Full portfolio

Position in WTW

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$110,298
-$34,761 QoQ
Shares Held
422
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 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, 2026

Transamerica Financial Advisors, LLC holds $556,753 across 11 Insurance Brokers names. WTW ranks #3 (19.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AJG
Arthur J. Gallagher & Co.
 1,251 $287,192
2 MRSH
Marsh & Mclennan Companies, Inc.
 713 $118,835
3 WTW
Willis Towers Watson PLC
This page 		422 $110,298
4 AON
Aon plc
 97 $32,173
5 BRO
Brown & Brown, Inc.
 58 $3,720
6 ERIE
Erie Indemnity Co
 12 $2,877
7 RYAN
Ryan Specialty Holdings, Inc.
 21 $792
8 TREE
LendingTree, Inc.
 9 $398

All Filings in WTW

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $110,298 422
2026-03-31 $145,059 499
2025-12-31 $59,805 182
2025-09-30 $26,945 78
2024-12-31 $177,607 567
2024-09-30 $180,252 612
2024-06-30 $1 1
2024-03-31 $1 1
2023-12-31 $1 1
2023-09-30 $1 2
2023-06-30 $1 2
2023-03-31 $1 2
2022-12-31 $1 2
2022-09-30 $401 2
2022-06-30 $394 2