Callan Family Office, LLC

Family Office

Position in WTW — Willis Towers Watson PLC

CIK 1938970 RADNOR, PA

Position in WTW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$885,260

-$327,831 QoQ

Shares Held

3,387

-18.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#320

of 690 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Callan Family Office, LLC holds $30,604,814 across 11 Insurance Brokers names. WTW ranks #6 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	66,601	$11,100,388
2	AON	Aon plc	23,980	$7,953,926
3	AJG	Arthur J. Gallagher & Co.	20,355	$4,672,897
4	CRVL	Corvel Corp	61,305	$3,832,788
5	BRO	Brown & Brown, Inc.	18,986	$1,217,951
6	WTW	Willis Towers Watson PLC This page	3,387	$885,260
7	RYAN	Ryan Specialty Holdings, Inc.	10,737	$405,429
8	GSHD	Goosehead Insurance, Inc.	7,675	$372,237

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$885,260	3,387	-18.8%	Shares	Sole	2026-08-11
2026-03-31	$1,213,091	4,173	-2.4%	Shares	Sole	2026-05-13
2025-12-31	$1,405,093	4,276	+23.6%	Shares	Sole	2026-02-12
2025-09-30	$1,195,257	3,460	-27.1%	Shares	Sole	2025-11-04
2025-06-30	$1,454,036	4,744	+39.3%	Shares	Sole	2025-07-24
2025-03-31	$1,151,057	3,406	+1.6%	Shares	Sole	2025-05-13
2024-12-31	$1,049,980	3,352	+160.9%	Shares	Sole	2025-02-07
2024-09-30	$378,471	1,285	+0.5%	Shares	Sole	2024-10-08
2024-06-30	$335,014	1,278	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.