CVA Family Office, LLC
Family OfficePosition in WTW — Willis Towers Watson PLC
CIK 1802084
DENVER, CO
Position in WTW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,375
-$19,346 QoQ
Shares Held
55
-52.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#569
of 687 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CVA Family Office, LLC holds $453,352 across 7 Insurance Brokers names. WTW ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
501 | $166,176 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
869 | $144,836 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
350 | $80,349 | |
| 4 | BRO |
Brown & Brown, Inc.
|
695 | $44,584 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
55 | $14,375 | |
| 6 | CRVL |
Corvel Corp
|
37 | $2,313 | |
| 7 | ERIE |
Erie Indemnity Co
|
3 | $719 |
All Filings in WTW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,375 | 55 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $33,721 | 116 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $17,744 | 54 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $19,345 | 56 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,727 | 35 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $23,318 | 69 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $18,794 | 60 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $8,835 | 30 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,077 | 27 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,400 | 16 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,859 | 16 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $6,123 | 26 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,323 | 10 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,222 | 5 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $1,004 | 5 | Shares | Sole | 2022-11-22 | |
| 2021-06-30 | $25,302 | 110 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $14,877 | 65 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||