Heritage Wealth Advisors

Position in WTW — Willis Towers Watson PLC

CIK 1591122 RICHMOND, VA

Position in WTW

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

Position Value

$105,854

-$11,879 QoQ

Shares Held

405

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#518

of 687 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $737,241 across 4 Insurance Brokers names. WTW ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,498	$343,895
2	AON	Aon plc	816	$270,659
3	WTW	Willis Towers Watson PLC This page	405	$105,854
4	MRSH	Marsh & Mclennan Companies, Inc.	101	$16,833

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$105,854	405	0.0%	Shares	Sole	2026-08-14
2026-03-31	$117,733	405	+218.9%	Shares	Sole	2026-05-14
2025-12-31	$41,732	127	0.0%	Shares	Sole	2026-02-13
2025-09-30	$43,872	127	-17.5%	Shares	Sole	2025-11-13
2025-06-30	$47,201	154	0.0%	Shares	Sole	2025-08-11
2025-03-31	$52,044	154	0.0%	Shares	Sole	2025-05-08
2024-12-31	$48,238	154	0.0%	Shares	Sole	2025-02-12
2024-09-30	$45,357	154	0.0%	Shares	Sole	2024-11-12
2024-06-30	$40,369	154	0.0%	Shares	Sole	2024-12-12
2024-03-31	$42,350	154	0.0%	Shares	Sole	2024-12-12
2023-12-31	$37,144	154	0.0%	Shares	Sole	2024-12-12
2023-09-30	$32,179	154	0.0%	Shares	Sole	2024-12-12
2023-06-30	$36,267	154	+21.3%	Shares	Sole	2024-12-12
2023-03-31	$29,512	127	-8.6%	Shares	Sole	2023-05-04
2022-12-31	$33,996	139	0.0%	Shares	Sole	2024-12-12
2022-09-30	$27,930	139	0.0%	Shares	Sole	2024-12-12
2022-06-30	$27,437	139	0.0%	Shares	Sole	2022-08-04
2022-03-31	$32,834	139	0.0%	Shares	Sole	2022-05-11
2021-12-31	$33,011	139	0.0%	Shares	Sole	2022-03-28
2021-09-30	$32,311	139	0.0%	Shares	Sole	2021-11-02
2021-06-30	$31,972	139	-26.5%	Shares	Sole	2021-08-09
2021-03-31	$43,258	189	+36.0%	Shares	Sole	2021-04-27
2020-12-31	$29,284	139	+9.4%	Shares	Sole	2021-02-01
2020-09-30	$26,520	127	0.0%	Shares	Sole	2020-11-03
2020-06-30	$25,012	127	-70.3%	Shares	Sole	2020-07-17
2020-03-31	$72,525	427	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.