OSAIC HOLDINGS, INC.

Position in WTW — Willis Towers Watson PLC

CIK 1677044 SCOTTSDALE, AZ

Position in WTW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$997,100

-$93,194 QoQ

Shares Held

3,430

+3.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $30,337,911 across 16 Insurance Brokers names. WTW ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	52,199	$9,053,915
2	AON	Aon plc	23,049	$7,439,754
3	BRO	Brown & Brown, Inc.	92,766	$6,049,269
4	AJG	Arthur J. Gallagher & Co.	27,518	$5,959,846
5	WTW	Willis Towers Watson PLC This page	3,430	$997,100
6	ERIE	Erie Indemnity Co	1,735	$436,022
7	LIFE	Ethos Technologies Inc.	23,250	$259,702
8	ARX	Accelerant Holdings	3,498	$46,733

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$997,100	3,430	+3.4%	Shares	Defined	2026-05-15
2025-12-31	$1,090,294	3,318	-42.5%	Shares	Defined	2026-02-17
2025-09-30	$1,993,936	5,772	+40.4%	Shares	Defined	2025-11-14
2025-06-30	$1,259,714	4,110	+168.6%	Shares	Defined	2025-09-04
2025-03-31	$517,061	1,530	-86.5%	Shares	Defined	2025-05-12
2024-12-31	$3,542,742	11,310	+17.4%	Shares	Defined	2025-06-06
2024-09-30	$2,836,615	9,631	+1.2%	Shares	Sole	2024-11-13
2024-06-30	$2,493,735	9,513	+6.6%	Shares	Defined	2024-08-13
2024-03-31	$2,454,100	8,924	+88.2%	Shares	Defined	2024-05-10
2023-12-31	$1,143,526	4,741	+2.2%	Shares	Defined	2024-02-12
2023-09-30	$969,362	4,639	-11.5%	Shares	Sole	2023-11-13
2023-06-30	$1,234,489	5,242	-30.4%	Shares	Sole	2023-08-21
2023-03-31	$1,750,978	7,535	-40.8%	Shares	Defined	2023-05-12
2022-12-31	$3,113,010	12,728	+14.6%	Shares	Defined	2023-02-10
2022-09-30	$2,231,234	11,104	+128.9%	Shares	Defined	2022-11-14
2022-06-30	$957,338	4,850	+6.2%	Shares	Defined	2022-08-10
2022-03-31	$1,078,576	4,566	+7.0%	Shares	Defined	2022-05-04
2021-12-31	$1,013,604	4,268	+17.4%	Shares	Defined	2022-02-03
2021-09-30	$844,987	3,635	+89.5%	Shares	Defined	2021-11-05
2021-06-30	$441,176	1,918	-3.6%	Shares	Defined	2021-08-02
2021-03-31	$455,238	1,989	-38.9%	Shares	Defined	2021-05-13
2020-12-31	$685,338	3,253	-26.3%	Shares	Defined	2021-02-10
2020-09-30	$921,728	4,414	+25.6%	Shares	Defined	2020-11-12
2020-06-30	$692,078	3,514	-9.1%	Shares	Defined	2020-08-14
2020-03-31	$656,635	3,866	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.