CX Institutional

Position in WTW — Willis Towers Watson PLC

CIK 1737089 AUBURN, IN

Position in WTW

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$392,055

+$121,123 QoQ

Shares Held

1,500

+60.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#421

of 687 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CX Institutional holds $11,628,255 across 6 Insurance Brokers names. WTW ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	56,534	$9,422,521
2	AJG	Arthur J. Gallagher & Co.	2,651	$608,590
3	AON	Aon plc	1,765	$585,432
4	WTW	Willis Towers Watson PLC This page	1,500	$392,055
5	BRO	Brown & Brown, Inc.	6,053	$388,299
6	ERIE	Erie Indemnity Co	965	$231,358

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$392,055	1,500	+60.9%	Shares	Sole	2026-07-02
2026-03-31	$270,932	932	-20.4%	Shares	Sole	2026-04-06
2025-12-31	$384,790	1,171	+17.5%	Shares	Sole	2026-02-02
2025-09-30	$344,413	997	+29.1%	Shares	Sole	2025-10-23
2025-06-30	$236,618	772	-16.8%	Shares	Sole	2025-07-16
2025-03-31	$313,617	928	+16.7%	Shares	Sole	2025-04-15
2024-12-31	$249,025	795	+8.2%	Shares	Sole	2025-01-21
2024-09-30	$216,479	735	+245.1%	Shares	Sole	2024-10-11
2022-06-30	$42,044	213	-21.1%	Shares	Sole	2022-08-02
2021-09-30	$62,764	270	+36.4%	Shares	Sole	2021-11-10
2021-06-30	$45,543	198	+8.8%	Shares	Sole	2021-08-04
2021-03-31	$41,656	182	+30.0%	Shares	Sole	2021-04-15
2020-12-31	$29,495	140	-3.4%	Shares	Sole	2021-01-12
2020-09-30	$30,278	145	+202.1%	Shares	Sole	2020-10-13
2020-06-30	$9,453	48	+433.3%	Shares	Sole	2020-08-06
2020-03-31	$1,528	9	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.