Sendero Wealth Management, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1639375 SAN ANTONIO, TX

Position in WTW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,864,617

-$247,051 QoQ

Shares Held

18,612

+5.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#185

of 687 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

Sendero Wealth Management, LLC holds $10,965,049 across 3 Insurance Brokers names. WTW ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTW	Willis Towers Watson PLC This page	18,612	$4,864,617
2	MRSH	Marsh & Mclennan Companies, Inc.	28,905	$4,817,595
3	AJG	Arthur J. Gallagher & Co.	5,588	$1,282,837

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,864,617	18,612	+5.8%	Shares	Sole	2026-08-04
2026-03-31	$5,111,668	17,584	+2.8%	Shares	Other	2026-04-22
2025-12-31	$5,622,674	17,111	-3.8%	Shares	Sole	2026-01-13
2025-09-30	$6,143,136	17,783	-0.9%	Shares	Other	2025-10-08
2025-06-30	$5,499,222	17,942	-2.3%	Shares	Other	2025-07-31
2025-03-31	$6,207,464	18,368	+4.7%	Shares	Other	2025-04-10
2024-12-31	$5,497,048	17,549	+4.5%	Shares	Sole	2025-01-14
2024-09-30	$4,944,274	16,787	+5.4%	Shares	Other	2024-10-09
2024-06-30	$4,173,268	15,920	+3.3%	Shares	Sole	2024-07-12
2024-03-31	$4,236,925	15,407	+2.1%	Shares	Other	2024-04-16
2023-12-31	$3,641,396	15,097	-1.7%	Shares	Sole	2024-01-17
2023-09-30	$3,208,789	15,356	+20.1%	Shares	Sole	2023-10-10
2023-06-30	$3,012,045	12,790	+25.4%	Shares	Other	2023-07-20
2023-03-31	$2,369,578	10,197	+12.1%	Shares	Other	2023-04-27
2022-12-31	$2,224,699	9,096	+67.6%	Shares	Other	2023-02-01
2022-09-30	$1,090,501	5,427	—	Shares	Other	2022-10-27
No filing history on record for this holder in this stock.