CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in WTW — Willis Towers Watson PLC

CIK 1766904 RICHMOND, VA

Position in WTW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$189,489

-$73,591 QoQ

Shares Held

725

-19.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#504

of 687 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,520,914 across 4 Insurance Brokers names. WTW ranks #4 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	4,505	$750,844
2	AJG	Arthur J. Gallagher & Co.	1,535	$352,384
3	AON	Aon plc	688	$228,197
4	WTW	Willis Towers Watson PLC This page	725	$189,489

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$189,489	725	-19.9%	Shares	Other	2026-07-17
2026-03-31	$263,080	905	-13.1%	Shares	Other	2026-04-29
2025-12-31	$342,071	1,041	-4.6%	Shares	Other	2026-02-09
2025-09-30	$376,883	1,091	+33.2%	Shares	Other	2025-11-10
2025-06-30	$251,022	819	+3.7%	Shares	Other	2025-08-13
2025-03-31	$266,977	790	+406.4%	Shares	Other	2025-05-09
2024-12-31	$48,864	156	-98.5%	Shares	Other	2025-02-14
2024-09-30	$3,020,404	10,255	-7.4%	Shares	Defined	2024-10-30
2024-06-30	$2,903,460	11,076	+15.2%	Shares	Other	2024-07-22
2024-03-31	$2,643,300	9,612	+5.4%	Shares	Defined	2024-04-30
2023-12-31	$2,199,502	9,119	-2.3%	Shares	Defined	2024-02-07
2023-09-30	$1,950,222	9,333	+575.8%	Shares	Defined	2023-11-13
2023-06-30	$325,225	1,381	0.0%	Shares	Defined	2023-08-10
2023-03-31	$320,916	1,381	0.0%	Shares	Defined	2023-05-12
2022-12-31	$337,764	1,381	-11.5%	Shares	Defined	2023-02-14
2022-09-30	$313,667	1,561	+13.0%	Shares	Sole	2022-11-14
2022-06-30	$272,595	1,381	-12.9%	Shares	Sole	2022-08-15
2022-03-31	$374,644	1,586	+14.8%	Shares	Sole	2022-05-16
2021-12-31	$327,973	1,381	0.0%	Shares	Sole	2022-02-14
2021-09-30	$321,027	1,381	+5.3%	Shares	Sole	2021-11-15
2021-06-30	$301,786	1,312	+837.1%	Shares	Sole	2021-08-16
2021-03-31	$32,043	140	-94.7%	Shares	Sole	2021-05-17
2020-09-30	$548,778	2,628	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.