Chicago Partners Investment Group LLC

Position in WTW — Willis Towers Watson PLC

CIK 1563525 CHICAGO, IL

Position in WTW

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$468,375

-$138,315 QoQ

Shares Held

1,792

-14.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#396

of 687 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $9,817,584 across 4 Insurance Brokers names. WTW ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	21,473	$4,929,556
2	AON	Aon plc	7,233	$2,399,113
3	MRSH	Marsh & Mclennan Companies, Inc.	12,123	$2,020,540
4	WTW	Willis Towers Watson PLC This page	1,792	$468,375

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468,375	1,792	-14.1%	Shares	Sole	2026-07-30
2026-03-31	$606,690	2,087	+3.7%	Shares	Sole	2026-05-04
2025-12-31	$661,143	2,012	+0.5%	Shares	Sole	2026-01-28
2025-09-30	$691,245	2,001	-0.3%	Shares	Sole	2025-10-30
2025-06-30	$615,145	2,007	+59.3%	Shares	Sole	2025-07-29
2025-03-31	$425,817	1,260	+5.9%	Shares	Sole	2025-05-09
2024-12-31	$372,755	1,190	-5.3%	Shares	Sole	2025-01-24
2024-09-30	$369,929	1,256	-1.3%	Shares	Sole	2024-10-29
2024-06-30	$333,704	1,273	+0.6%	Shares	Sole	2024-07-31
2024-03-31	$347,875	1,265	-2.8%	Shares	Sole	2024-04-25
2023-12-31	$314,042	1,302	-2.3%	Shares	Sole	2024-02-23
2023-09-30	$278,334	1,332	+2.9%	Shares	Sole	2023-10-26
2023-06-30	$304,972	1,295	+6.1%	Shares	Sole	2023-08-08
2023-03-31	$283,735	1,221	-2.6%	Shares	Sole	2023-04-26
2022-12-31	$306,703	1,254	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.