Steward Partners Investment Advisory, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1723397 STAMFORD, CT

Position in WTW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$419,237

-$56,638 QoQ

Shares Held

1,604

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#410

of 687 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $13,323,369 across 7 Insurance Brokers names. WTW ranks #6 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	17,813	$4,089,330
2	MRSH	Marsh & Mclennan Companies, Inc.	21,278	$3,546,404
3	AON	Aon plc	9,449	$3,134,138
4	BRO	Brown & Brown, Inc.	25,976	$1,666,360
5	CRVL	Corvel Corp	7,438	$465,023
6	WTW	Willis Towers Watson PLC This page	1,604	$419,237
7	ERIE	Erie Indemnity Co	12	$2,877

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,237	1,604	-2.0%	Shares	Sole	2026-08-13
2026-03-31	$475,875	1,637	-16.0%	Shares	Sole	2026-05-08
2025-12-31	$640,441	1,949	-3.8%	Shares	Sole	2026-02-12
2025-09-30	$699,536	2,025	+1.1%	Shares	Sole	2025-11-12
2025-06-30	$613,919	2,003	+0.4%	Shares	Sole	2025-08-12
2025-03-31	$674,548	1,996	+5.2%	Shares	Sole	2025-05-13
2024-12-31	$594,529	1,898	+11.7%	Shares	Sole	2025-02-06
2024-09-30	$500,406	1,699	+2.0%	Shares	Sole	2024-11-14
2024-06-30	$436,463	1,665	-5.8%	Shares	Sole	2024-08-08
2024-03-31	$485,925	1,767	+8.5%	Shares	Sole	2024-05-15
2023-12-31	$392,914	1,629	+1.0%	Shares	Sole	2024-02-12
2023-09-30	$337,052	1,613	+1.1%	Shares	Sole	2023-11-13
2023-06-30	$375,858	1,596	-1.8%	Shares	Sole	2023-08-14
2023-03-31	$377,617	1,625	-29.6%	Shares	Sole	2023-05-15
2022-12-31	$564,490	2,308	-21.1%	Shares	Sole	2023-02-15
2022-09-30	$587,749	2,925	-2.9%	Shares	Sole	2022-11-10
2022-06-30	$594,736	3,013	+8.3%	Shares	Sole	2022-08-04
2022-03-31	$657,164	2,782	-7.5%	Shares	Sole	2022-05-02
2021-12-31	$714,607	3,009	+44.1%	Shares	Sole	2022-02-08
2021-09-30	$485,376	2,088	+247.4%	Shares	Sole	2021-11-12
2021-06-30	$138,242	601	-10.2%	Shares	Sole	2021-08-13
2021-03-31	$153,120	669	+5.0%	Shares	Sole	2021-05-14
2020-12-31	$134,203	637	-2.5%	Shares	Sole	2021-02-11
2020-09-30	$136,359	653	-71.4%	Shares	Sole	2020-10-30
2020-06-30	$449,439	2,282	-12.7%	Shares	Sole	2020-08-06
2020-03-31	$443,987	2,614	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.