Legacy Financial Advisors, Inc.
Position in WTW — Willis Towers Watson PLC
CIK 1730810
COVINGTON, KY
Position in WTW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$975,955
-$165,042 QoQ
Shares Held
3,734
-4.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#311
of 687 holders
Holding Since
Jun 2025
5 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, 2026Legacy Financial Advisors, Inc. holds $2,399,341 across 3 Insurance Brokers names. WTW ranks #1 (40.7% of the industry book) .
All Filings in WTW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,955 | 3,734 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,140,997 | 3,925 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,252,951 | 3,813 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,132,039 | 3,277 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $903,562 | 2,948 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||