TFC Financial Management, Inc.

Position in WTW — Willis Towers Watson PLC

CIK 1827844 BOSTON, MA

Position in WTW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,045

+$708 QoQ

Shares Held

+300.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#652

of 687 holders

Holding Since

Dec 2021

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TFC Financial Management, Inc. holds $34,159 across 6 Insurance Brokers names. WTW ranks #6 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	376	$24,120
2	MRSH	Marsh & Mclennan Companies, Inc.	20	$3,333
3	AON	Aon plc	10	$3,316
4	ERIE	Erie Indemnity Co	5	$1,198
5	AJG	Arthur J. Gallagher & Co.	5	$1,147
6	WTW	Willis Towers Watson PLC This page	4	$1,045

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,045	4	+300.0%	Shares	Sole	2026-07-23
2025-03-31	$337	1	0.0%	Shares	Sole	2025-04-24
2024-03-31	$275	1	-98.5%	Shares	Sole	2024-04-30
2022-06-30	$12,830	65	0.0%	Shares	Sole	2022-08-03
2022-03-31	$15,354	65	0.0%	Shares	Sole	2022-05-04
2021-12-31	$15,436	65	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.