EXENCIAL WEALTH ADVISORS, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1576151
OKLAHOMA CITY, OK
Position in WTW
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$9,623,623
-$1,653,600 QoQ
Shares Held
33,105
-3.5% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $26,657,023 across 4 Insurance Brokers names. WTW ranks #2 (36.1% of the industry book) .
All Filings in WTW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,623,623 | 33,105 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,277,223 | 34,319 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $11,967,078 | 34,642 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $10,718,918 | 34,972 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,085,767 | 35,762 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,205,847 | 35,774 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,803,890 | 53,658 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $14,366,844 | 54,806 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,900,775 | 57,821 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,240,448 | 59,040 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,137,650 | 58,086 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,617,651 | 36,593 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,373,116 | 36,032 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,869,204 | 36,263 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||