Dynasty Wealth Management, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1727599
ST. PETERSBURG, FL
Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$256,403
New position
Shares Held
981
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#475
of 687 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $4,481,350 across 4 Insurance Brokers names. WTW ranks #4 (5.7% of the industry book) .
All Filings in WTW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,403 | 981 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||