OneDigital Investment Advisors LLC

Position in WTW — Willis Towers Watson PLC

CIK 1690370 OVERLAND PARK, KS

Position in WTW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$803,974

-$337,895 QoQ

Shares Held

3,076

-21.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#331

of 687 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $6,422,255 across 5 Insurance Brokers names. WTW ranks #5 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,325	$1,766,249
2	MRSH	Marsh & Mclennan Companies, Inc.	9,373	$1,562,197
3	AJG	Arthur J. Gallagher & Co.	5,177	$1,188,483
4	CRVL	Corvel Corp	17,616	$1,101,352
5	WTW	Willis Towers Watson PLC This page	3,076	$803,974

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$803,974	3,076	-21.7%	Shares	Sole	2026-08-07
2026-03-31	$1,141,869	3,928	+18.1%	Shares	Sole	2026-05-08
2025-12-31	$1,093,252	3,327	-33.2%	Shares	Sole	2026-02-13
2025-09-30	$1,721,722	4,984	-9.7%	Shares	Sole	2025-11-10
2025-06-30	$1,692,186	5,521	+6.0%	Shares	Sole	2025-08-07
2025-03-31	$1,759,705	5,207	-1.4%	Shares	Sole	2025-04-29
2024-12-31	$1,654,220	5,281	-20.5%	Shares	Sole	2025-02-13
2024-09-30	$1,956,857	6,644	+71.7%	Shares	Sole	2024-11-06
2024-06-30	$1,014,219	3,869	+49.6%	Shares	Sole	2024-08-02
2024-03-31	$711,425	2,587	+4.8%	Shares	Sole	2024-05-10
2023-12-31	$595,281	2,468	-1.0%	Shares	Sole	2024-02-13
2023-09-30	$520,937	2,493	+1.3%	Shares	Sole	2023-11-14
2023-06-30	$579,330	2,460	+20.5%	Shares	Sole	2023-08-07
2023-03-31	$474,519	2,042	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.