AlphaCore Capital LLC

Position in WTW — Willis Towers Watson PLC

CIK 1713662 LA JOLLA, CA

Position in WTW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$337,167

-$4,577 QoQ

Shares Held

1,290

+24.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#436

of 687 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AlphaCore Capital LLC holds $3,156,741 across 5 Insurance Brokers names. WTW ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	3,301	$1,094,908
2	MRSH	Marsh & Mclennan Companies, Inc.	5,749	$958,185
3	AJG	Arthur J. Gallagher & Co.	2,057	$472,225
4	WTW	Willis Towers Watson PLC This page	1,290	$337,167
5	BRO	Brown & Brown, Inc.	4,587	$294,256

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$337,167	1,290	+24.0%	Shares	Sole	2026-08-06
2025-12-31	$341,744	1,040	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.