Connecticut Wealth Management, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1689829 FARMINGTON, CT

Position in WTW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$275,745

-$35,013 QoQ

Shares Held

1,055

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#464

of 687 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $2,352,044 across 4 Insurance Brokers names. WTW ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	3,664	$841,144
2	AON	Aon plc	2,244	$744,312
3	MRSH	Marsh & Mclennan Companies, Inc.	2,945	$490,843
4	WTW	Willis Towers Watson PLC This page	1,055	$275,745

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,745	1,055	-1.3%	Shares	Sole	2026-07-29
2026-03-31	$310,758	1,069	0.0%	Shares	Sole	2026-05-01
2025-12-31	$351,273	1,069	0.0%	Shares	Sole	2026-02-12
2025-09-30	$369,286	1,069	0.0%	Shares	Sole	2025-11-13
2025-06-30	$327,648	1,069	0.0%	Shares	Sole	2025-08-14
2025-03-31	$361,268	1,069	0.0%	Shares	Sole	2025-05-15
2024-12-31	$334,853	1,069	-1.2%	Shares	Sole	2025-02-18
2024-09-30	$318,681	1,082	-1.6%	Shares	Sole	2024-11-13
2024-06-30	$288,354	1,100	+0.2%	Shares	Sole	2024-08-13
2024-03-31	$301,950	1,098	+0.9%	Shares	Sole	2024-05-01
2023-12-31	$262,425	1,088	+2.2%	Shares	Sole	2024-02-06
2023-09-30	$222,542	1,065	-0.1%	Shares	Sole	2023-10-19
2023-06-30	$251,043	1,066	-0.5%	Shares	Sole	2023-07-25
2023-03-31	$248,878	1,071	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.