Trust Asset Management LLC

Position in WTW — Willis Towers Watson PLC

CIK 1608376 HOUSTON, TX

Position in WTW

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

Position Value

$281,756

-$44,409 QoQ

Shares Held

1,078

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#461

of 687 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Trust Asset Management LLC holds $2,821,824 across 5 Insurance Brokers names. WTW ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,392	$898,684
2	AON	Aon plc	2,390	$792,739
3	AJG	Arthur J. Gallagher & Co.	2,805	$643,943
4	WTW	Willis Towers Watson PLC This page	1,078	$281,756
5	BRO	Brown & Brown, Inc.	3,191	$204,702

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,756	1,078	-3.9%	Shares	Sole	2026-07-14
2026-03-31	$326,165	1,122	0.0%	Shares	Sole	2026-04-20
2025-12-31	$368,689	1,122	-3.8%	Shares	Sole	2026-01-13
2025-09-30	$402,794	1,166	0.0%	Shares	Sole	2025-11-12
2025-06-30	$357,379	1,166	0.0%	Shares	Sole	2025-07-23
2025-03-31	$394,049	1,166	-5.0%	Shares	Sole	2025-05-12
2024-12-31	$384,345	1,227	0.0%	Shares	Sole	2025-01-16
2024-09-30	$361,388	1,227	0.0%	Shares	Sole	2024-11-13
2024-06-30	$321,645	1,227	0.0%	Shares	Sole	2024-07-24
2024-03-31	$337,425	1,227	0.0%	Shares	Sole	2024-05-15
2023-12-31	$295,952	1,227	0.0%	Shares	Sole	2024-02-02
2023-09-30	$256,393	1,227	0.0%	Shares	Sole	2023-11-08
2023-06-30	$288,958	1,227	0.0%	Shares	Sole	2023-08-14
2023-03-31	$285,130	1,227	-4.8%	Shares	Sole	2023-05-12
2022-12-31	$315,263	1,289	0.0%	Shares	Sole	2023-02-01
2022-09-30	$259,011	1,289	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$251,869	1,276	+0.5%	Shares	Sole	2022-08-10
2022-03-31	$299,999	1,270	+1.5%	Shares	Sole	2022-05-10
2021-12-31	$297,099	1,251	0.0%	Shares	Sole	2022-01-31
2021-09-30	$290,807	1,251	+7.1%	Shares	Sole	2021-10-29
2021-06-30	$268,663	1,168	+12.5%	Shares	Sole	2021-07-19
2021-03-31	$237,577	1,038	—	Shares	Sole	2021-04-21
No filing history on record for this holder in this stock.