MV CAPITAL MANAGEMENT, INC.

Position in WTW — Willis Towers Watson PLC

CIK 1633366 BETHESDA, MD

Position in WTW

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

Position Value

$21,432

-$3,858 QoQ

Shares Held

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#559

of 687 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $3,484,611 across 6 Insurance Brokers names. WTW ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	9,812	$3,254,542
2	MRSH	Marsh & Mclennan Companies, Inc.	973	$162,169
3	AJG	Arthur J. Gallagher & Co.	146	$33,517
4	WTW	Willis Towers Watson PLC This page	82	$21,432
5	BRO	Brown & Brown, Inc.	172	$11,033
6	ERIE	Erie Indemnity Co	8	$1,918

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,432	82	-5.7%	Shares	Sole	2026-07-30
2026-03-31	$25,290	87	0.0%	Shares	Sole	2026-04-30
2025-12-31	$28,588	87	0.0%	Shares	Sole	2026-02-23
2025-09-30	$30,054	87	0.0%	Shares	Sole	2026-02-23
2025-06-30	$26,665	87	-4.4%	Shares	Sole	2025-08-08
2025-03-31	$30,753	91	+1.1%	Shares	Sole	2025-04-15
2024-12-31	$28,191	90	+2.3%	Shares	Sole	2025-02-12
2024-09-30	$25,918	88	+3.5%	Shares	Sole	2024-11-04
2024-06-30	$22,281	85	+4.9%	Shares	Sole	2024-08-01
2024-03-31	$22,275	81	-8.0%	Shares	Sole	2024-04-18
2023-12-31	$21,225	88	+15.8%	Shares	Sole	2024-01-29
2023-09-30	$15,880	76	+13.4%	Shares	Sole	2023-11-07
2023-06-30	$15,778	67	+13.6%	Shares	Sole	2023-08-03
2023-03-31	$13,710	59	-3.3%	Shares	Sole	2023-04-26
2022-12-31	$14,919	61	+24.5%	Shares	Sole	2023-01-27
2022-09-30	$9,846	49	+19.5%	Shares	Sole	2022-10-24
2022-06-30	$8,092	41	+7.9%	Shares	Sole	2022-07-19
2022-03-31	$8,976	38	-19.1%	Shares	Sole	2022-05-09
2021-12-31	$11,162	47	+56.7%	Shares	Sole	2022-02-02
2021-09-30	$6,973	30	+66.7%	Shares	Sole	2021-11-12
2021-06-30	$4,140	18	+260.0%	Shares	Sole	2021-08-03
2021-03-31	$1,144	5	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.