Sequoia Financial Advisors, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1599900 Akron, OH

Position in WTW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$687,403

-$378,303 QoQ

Shares Held

2,630

-28.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#351

of 687 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $44,246,692 across 5 Insurance Brokers names. WTW ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	149,799	$34,389,356
2	AON	Aon plc	17,646	$5,853,001
3	MRSH	Marsh & Mclennan Companies, Inc.	15,030	$2,505,050
4	BRO	Brown & Brown, Inc.	12,656	$811,882
5	WTW	Willis Towers Watson PLC This page	2,630	$687,403

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$687,403	2,630	-28.3%	Shares	Sole	2026-07-17
2026-03-31	$1,065,706	3,666	+0.4%	Shares	Sole	2026-04-30
2025-12-31	$1,199,390	3,650	+122.7%	Shares	Sole	2026-02-03
2025-09-30	$566,192	1,639	+0.7%	Shares	Sole	2025-10-29
2025-06-30	$498,675	1,627	+4.0%	Shares	Sole	2025-07-25
2025-03-31	$528,891	1,565	+1.7%	Shares	Sole	2025-04-23
2024-12-31	$482,076	1,539	-0.2%	Shares	Sole	2025-08-08
2024-09-30	$454,165	1,542	+29.7%	Shares	Sole	2024-10-21
2024-06-30	$311,684	1,189	+4.1%	Shares	Sole	2024-07-15
2024-03-31	$314,050	1,142	-32.4%	Shares	Sole	2024-04-30
2023-12-31	$407,628	1,690	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.