Transamerica Financial Advisors, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1502149
CEDAR RAPIDS, IA
Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$145,059
+$85,254 QoQ
Shares Held
499
+174.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 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 Mar 31, 2026Transamerica Financial Advisors, LLC holds $612,380 across 7 Insurance Brokers names. WTW ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,393 | $301,695 | |
| 2 | WTW |
Willis Towers Watson PLC
This page
|
499 | $145,059 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
713 | $123,669 | |
| 4 | AON |
Aon plc
|
104 | $33,569 | |
| 5 | BRO |
Brown & Brown, Inc.
|
126 | $8,216 | |
| 6 | SLQT |
SelectQuote, Inc.
|
163 | $102 | |
| 7 | EHTH |
eHealth, Inc.
|
55 | $70 |
All Filings in WTW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,059 | 499 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $59,805 | 182 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,945 | 78 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $177,607 | 567 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $180,252 | 612 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1 | 1 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1 | 2 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 2 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 2 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $401 | 2 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $394 | 2 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||