WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1632972
PLYMOUTH, MN
Position in WTW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,079,980
-$493,579 QoQ
Shares Held
4,132
-23.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 216 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $51,224,284 across 11 Insurance Brokers names. WTW ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
96,143 | $16,024,153 | |
| 2 | AON |
Aon plc
|
46,437 | $15,402,688 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
49,438 | $11,349,481 | |
| 4 | BRO |
Brown & Brown, Inc.
|
41,422 | $2,657,221 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
94,048 | $2,499,795 | |
| 6 | CRVL |
Corvel Corp
|
22,199 | $1,387,881 | |
| 7 | WTW |
Willis Towers Watson PLC
This page
|
4,132 | $1,079,980 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,214 | $530,806 |
All Filings in WTW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,980 | 4,132 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,573,559 | 5,413 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $14,426,525 | 43,903 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,475,149 | 7,165 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,255,840 | 7,360 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,031,417 | 6,011 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,627,595 | 5,196 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,449,087 | 4,920 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,048,560 | 4,000 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $955,075 | 3,473 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $832,381 | 3,451 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $774,405 | 3,706 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||