Kingsview Wealth Management, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1791965
GRANTS PASS, OR
Position in WTW
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$5,289,866
-$5,371,846 QoQ
Shares Held
20,239
-44.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#174
of 687 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $18,715,738 across 5 Insurance Brokers names. WTW ranks #3 (28.3% of the industry book) .
All Filings in WTW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,289,866 | 20,239 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $10,661,712 | 36,676 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,793,992 | 26,762 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $10,362,463 | 29,997 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,048,799 | 29,523 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,846,848 | 29,137 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $10,387,037 | 33,160 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $9,119,237 | 30,962 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,939,171 | 30,286 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||