Beacon Pointe Advisors, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1744317 NEWPORT BEACH, CA

Position in WTW

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$252,483

-$119,613 QoQ

Shares Held

966

-24.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#480

of 687 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $20,126,598 across 4 Insurance Brokers names. WTW ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	67,904	$15,588,721
2	MRSH	Marsh & Mclennan Companies, Inc.	18,848	$3,141,396
3	AON	Aon plc	3,449	$1,143,998
4	WTW	Willis Towers Watson PLC This page	966	$252,483

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,483	966	-24.5%	Shares	Sole	2026-08-18
2026-03-31	$372,096	1,280	+17.2%	Shares	Sole	2026-05-15
2025-12-31	$358,831	1,092	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.