Ascent Group, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1913231 VIRGINIA BEACH, VA

Position in WTW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$273,130

-$34,594 QoQ

Shares Held

1,045

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#467

of 692 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ascent Group, LLC holds $10,944,802 across 5 Insurance Brokers names. WTW ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWFG	TWFG, Inc.	212,310	$5,106,054
2	AON	Aon plc	6,755	$2,240,562
3	AJG	Arthur J. Gallagher & Co.	7,618	$1,748,861
4	MRSH	Marsh & Mclennan Companies, Inc.	9,457	$1,576,195
5	WTW	Willis Towers Watson PLC This page	1,045	$273,130

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,130	1,045	+4.1%	Shares	Other	2026-08-03
2025-06-30	$307,724	1,004	-83.9%	Shares	Other	2025-07-21
2025-03-31	$2,109,481	6,242	—	Shares	Other	2025-05-16
No filing history on record for this holder in this stock.