HB Wealth Management, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1911253 Atlanta, GA

Position in WTW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$848,145

-$94,595 QoQ

Shares Held

3,245

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#328

of 692 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HB Wealth Management, LLC holds $16,257,777 across 9 Insurance Brokers names. WTW ranks #7 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	9,279	$3,077,751
2	AJG	Arthur J. Gallagher & Co.	12,157	$2,790,882
3	BWIN	Baldwin Insurance Group, Inc.	103,226	$2,743,747
4	MRSH	Marsh & Mclennan Companies, Inc.	16,262	$2,710,387
5	RYAN	Ryan Specialty Holdings, Inc.	56,983	$2,151,678
6	BRO	Brown & Brown, Inc.	22,415	$1,437,922
7	WTW	Willis Towers Watson PLC This page	3,245	$848,145
8	ERIE	Erie Indemnity Co	1,105	$264,923

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$848,145	3,245	+0.1%	Shares	Sole	2026-07-29
2026-03-31	$942,740	3,243	+2.3%	Shares	Sole	2026-04-27
2025-12-31	$1,041,333	3,169	+3.8%	Shares	Sole	2026-01-28
2025-09-30	$1,054,313	3,052	+3.6%	Shares	Sole	2025-10-23
2025-06-30	$903,255	2,947	-9.7%	Shares	Sole	2025-07-17
2025-03-31	$1,103,406	3,265	+7.3%	Shares	Sole	2025-05-07
2024-12-31	$953,189	3,043	+4.5%	Shares	Sole	2025-01-15
2024-09-30	$857,965	2,913	-10.4%	Shares	Sole	2024-10-15
2024-06-30	$851,955	3,250	+222.4%	Shares	Sole	2024-07-26
2024-03-31	$277,200	1,008	+6.0%	Shares	Sole	2024-04-30
2023-12-31	$229,381	951	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.