CHOREO, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1679031 ROCKFORD, IL

Position in WTW

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

Position Value

$847,622

+$15,639 QoQ

Shares Held

3,243

+13.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#328

of 687 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CHOREO, LLC holds $10,115,133 across 5 Insurance Brokers names. WTW ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	18,137	$4,163,711
2	AON	Aon plc	7,197	$2,387,172
3	MRSH	Marsh & Mclennan Companies, Inc.	11,613	$1,935,538
4	WTW	Willis Towers Watson PLC This page	3,243	$847,622
5	BRO	Brown & Brown, Inc.	12,176	$781,090

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$847,622	3,243	+13.3%	Shares	Sole	2026-08-04
2026-03-31	$831,983	2,862	-2.8%	Shares	Sole	2026-05-13
2025-12-31	$967,727	2,945	+25.7%	Shares	Sole	2026-01-23
2025-09-30	$809,043	2,342	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$723,646	2,361	+46.2%	Shares	Sole	2025-08-13
2025-03-31	$545,789	1,615	-0.7%	Shares	Sole	2025-05-06
2024-12-31	$509,328	1,626	-6.1%	Shares	Sole	2025-01-27
2024-09-30	$510,125	1,732	+0.2%	Shares	Sole	2024-11-07
2024-06-30	$453,240	1,729	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.