EverSource Wealth Advisors, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1710537
BIRMINGHAM, AL
Position in WTW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$223,205
-$165,161 QoQ
Shares Held
854
-36.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#120
of 216 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,929,261 across 14 Insurance Brokers names. WTW ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,994 | $1,165,684 | |
| 2 | AON |
Aon plc
|
2,522 | $836,516 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,904 | $437,094 | |
| 4 | WTW |
Willis Towers Watson PLC
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|
854 | $223,205 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,990 | $127,654 | |
| 6 | ERIE |
Erie Indemnity Co
|
196 | $46,987 | |
| 7 | CRVL |
Corvel Corp
|
539 | $33,695 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
694 | $18,444 |
All Filings in WTW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,205 | 854 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $388,366 | 1,336 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $307,238 | 935 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $344,065 | 996 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $303,127 | 989 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $195,334 | 578 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $144,714 | 462 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $134,008 | 455 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $153,086 | 584 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $160,325 | 583 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $134,347 | 557 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $109,283 | 523 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $115,629 | 491 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $114,562 | 493 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $123,021 | 503 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $101,674 | 506 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $39,476 | 200 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $33,542 | 142 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $21,847 | 92 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||