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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1631073 WASHINGTON, DC
Back to WTW Full portfolio

Position in WTW

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$6,795
+$400 QoQ
Shares Held
26
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#598
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WTW Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $49,619 across 6 Insurance Brokers names. WTW ranks #4 (13.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 107 $17,833
2 AON
Aon plc
 42 $13,930
3 AJG
Arthur J. Gallagher & Co.
 44 $10,101
4 WTW
Willis Towers Watson PLC
This page 		26 $6,795
5 BRO
Brown & Brown, Inc.
 14 $898
6 CRVL
Corvel Corp
 1 $62

All Filings in WTW

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,795 26
2026-03-31 $6,395 22
2025-12-31 $6,900 21
2025-09-30 $7,254 21
2025-06-30 $6,436 21
2025-03-31 $7,096 21
2024-12-31 $6,578 21
2024-09-30 $7,363 25
2024-06-30 $6,553 25
2024-03-31 $6,875 25
2023-12-31 $6,030 25
2023-09-30 $5,224 25
2023-06-30 $5,887 25
2023-03-31 $5,809 25
2022-12-31 $6,114 25
2022-09-30 $5,023 25
2022-06-30 $4,934 25
2022-03-31 $5,905 25
2021-12-31 $5,937 25
2021-09-30 $5,811 25
2021-06-30 $4,830 21
2021-03-31 $4,806 21
2020-12-31 $3,792 18
2020-09-30 $3,758 18
2020-06-30 $3,545 18
2020-03-31 $3,057 18

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