TRANSCEND CAPITAL ADVISORS, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1776082 MADISON, NJ

Position in WTW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$569,525

-$128,155 QoQ

Shares Held

2,179

-9.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#375

of 690 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $5,582,726 across 4 Insurance Brokers names. WTW ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	37,357	$2,396,451
2	MRSH	Marsh & Mclennan Companies, Inc.	9,909	$1,651,533
3	AON	Aon plc	2,910	$965,217
4	WTW	Willis Towers Watson PLC This page	2,179	$569,525

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,525	2,179	-9.2%	Shares	Sole	2026-08-04
2026-03-31	$697,680	2,400	+22.4%	Shares	Sole	2026-05-13
2025-12-31	$644,384	1,961	+12.5%	Shares	Sole	2026-01-23
2025-09-30	$602,119	1,743	+43.5%	Shares	Sole	2025-11-04
2025-06-30	$372,397	1,215	+91.0%	Shares	Sole	2025-08-01
2025-03-31	$214,936	636	—	Shares	Sole	2025-04-24
No filing history on record for this holder in this stock.