Waverly Advisors, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1568787 BIRMINGHAM, AL

Position in WTW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$308,677

-$18,941 QoQ

Shares Held

1,181

+4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#447

of 687 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $5,512,497 across 5 Insurance Brokers names. WTW ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	13,657	$2,276,212
2	AON	Aon plc	4,162	$1,380,493
3	AJG	Arthur J. Gallagher & Co.	5,114	$1,174,020
4	BRO	Brown & Brown, Inc.	5,816	$373,095
5	WTW	Willis Towers Watson PLC This page	1,181	$308,677

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,677	1,181	+4.8%	Shares	Sole	2026-08-14
2026-03-31	$327,618	1,127	-3.8%	Shares	Sole	2026-05-15
2025-12-31	$384,790	1,171	+49.6%	Shares	Sole	2026-02-17
2025-09-30	$270,487	783	-0.8%	Shares	Sole	2025-11-14
2025-06-30	$241,828	789	+10.7%	Shares	Sole	2025-08-14
2025-03-31	$240,958	713	-26.1%	Shares	Sole	2025-05-15
2024-12-31	$302,276	965	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.