Bay Harbor Wealth Management, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1767989 Hunt Valley, MD

Position in WTW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,704

+$925 QoQ

Shares Held

+38.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#611

of 687 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $24,685 across 5 Insurance Brokers names. WTW ranks #3 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	31	$10,282
2	MRSH	Marsh & Mclennan Companies, Inc.	37	$6,166
3	WTW	Willis Towers Watson PLC This page	18	$4,704
4	AJG	Arthur J. Gallagher & Co.	14	$3,213
5	BRO	Brown & Brown, Inc.	5	$320

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,704	18	+38.5%	Shares	Other	2026-07-28
2026-03-31	$3,779	13	+8.3%	Shares	Other	2026-04-14
2025-12-31	$3,943	12	+50.0%	Shares	Other	2026-02-02
2025-09-30	$2,763	8	+100.0%	Shares	Other	2025-10-09
2025-06-30	$1,226	4	+33.3%	Shares	Sole	2025-07-22
2025-03-31	$1,013	3	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.