Skip to main content

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, 2026

Dynasty Wealth Management, LLC holds $4,481,350 across 4 Insurance Brokers names. WTW ranks #4 (5.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WTW
Willis Towers Watson PLC
This page
981 $256,403

All Filings in WTW

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $256,403 981