Proficio Capital Partners LLC

Position in WTW — Willis Towers Watson PLC

CIK 1654175 NEWTON, MA

Position in WTW

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$447,465

+$117,812 QoQ

Shares Held

1,712

+51.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#404

of 687 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $2,035,388 across 4 Insurance Brokers names. WTW ranks #3 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	4,171	$695,180
2	AON	Aon plc	1,680	$557,239
3	WTW	Willis Towers Watson PLC This page	1,712	$447,465
4	BRO	Brown & Brown, Inc.	5,230	$335,504

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,465	1,712	+51.0%	Shares	Sole	2026-08-17
2026-03-31	$329,653	1,134	-0.3%	Shares	Sole	2026-05-14
2025-12-31	$373,618	1,137	-26.2%	Shares	Sole	2026-02-12
2025-06-30	$472,316	1,541	+3.7%	Shares	Sole	2025-08-07
2025-03-31	$502,193	1,486	+1.6%	Shares	Sole	2025-05-06
2024-12-31	$458,270	1,463	+8.8%	Shares	Sole	2025-02-06
2024-09-30	$396,142	1,345	-5.7%	Shares	Sole	2024-11-01
2024-06-30	$373,811	1,426	+0.9%	Shares	Sole	2024-07-25
2024-03-31	$388,575	1,413	+1.0%	Shares	Sole	2024-05-02
2023-12-31	$337,438	1,399	+1.6%	Shares	Sole	2024-02-13
2023-09-30	$287,737	1,377	-45.2%	Shares	Sole	2023-10-18
2023-06-30	$591,340	2,511	-18.6%	Shares	Sole	2023-08-14
2023-03-31	$716,892	3,085	—	Shares	Sole	2023-04-21
No filing history on record for this holder in this stock.