ELEVATION POINT WEALTH PARTNERS, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1744349 DENVER, CO

Back to WTW Full portfolio

Position in WTW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$364,349

-$37,979 QoQ

Shares Held

1,394

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#430

of 687 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in WTW Over Time

Shares Held

Position Value (USD)

Derivatives in WTW

reported options exposure · as of Jun 30, 2020

CallValue

CallShares

PutValue

$3,000

PutShares

3,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $10,336,416 across 5 Insurance Brokers names. WTW ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	34,419	$5,736,614
2	AON	Aon plc	10,780	$3,575,618
3	AJG	Arthur J. Gallagher & Co.	1,797	$412,537
4	WTW	Willis Towers Watson PLC This page	1,394	$364,349
5	BRO	Brown & Brown, Inc.	3,855	$247,298

All Filings in WTW

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,349	1,394	+0.7%	Shares	Sole	2026-08-12
2026-03-31	$402,328	1,384	+72.1%	Shares	Sole	2026-04-27
2025-12-31	$264,194	804	-75.6%	Shares	Sole	2026-02-12
2020-06-30	$3,000	3,300	0.0%	Put	Sole	2020-07-09
2020-06-30	$649,935	3,300	0.0%	Shares	Sole	2020-07-09
2020-03-31	$560,505	3,300	—	Shares	Sole	2020-05-04
2020-03-31	$65,000	3,300	—	Put	Sole	2020-05-04
No filing history on record for this holder in this stock.