Activest Wealth Management

Position in WTW — Willis Towers Watson PLC

CIK 1883134 AVENTURA, FL

Position in WTW

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$261

-$3,227 QoQ

Shares Held

-91.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#680

of 687 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Activest Wealth Management holds $7,945 across 6 Insurance Brokers names. WTW ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	11	$2,525
2	AON	Aon plc	6	$1,990
3	ERIE	Erie Indemnity Co	6	$1,438
4	BRO	Brown & Brown, Inc.	14	$898
5	MRSH	Marsh & Mclennan Companies, Inc.	5	$833
6	WTW	Willis Towers Watson PLC This page	1	$261

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261	1	-91.7%	Shares	Sole	2026-07-16
2026-03-31	$3,488	12	-29.4%	Shares	Sole	2026-04-15
2025-12-31	$5,586	17	-15.0%	Shares	Sole	2026-01-30
2025-09-30	$6,909	20	+566.7%	Shares	Sole	2025-11-03
2025-06-30	$919	3	-66.7%	Shares	Sole	2025-07-29
2025-03-31	$3,041	9	+800.0%	Shares	Sole	2025-05-15
2024-12-31	$313	1	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.