FIDELIS CAPITAL PARTNERS, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1962755 TAMPA, FL

Position in WTW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$300,836

-$57,306 QoQ

Shares Held

1,151

-6.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#452

of 687 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $2,626,075 across 5 Insurance Brokers names. WTW ranks #5 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,119	$853,183
2	AON	Aon plc	2,190	$726,401
3	AJG	Arthur J. Gallagher & Co.	1,750	$401,747
4	BRO	Brown & Brown, Inc.	5,361	$343,908
5	WTW	Willis Towers Watson PLC This page	1,151	$300,836

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,836	1,151	-6.6%	Shares	Sole	2026-08-13
2026-03-31	$358,142	1,232	+2.2%	Shares	Sole	2026-05-06
2025-12-31	$395,963	1,205	0.0%	Shares	Sole	2026-02-09
2025-09-30	$416,267	1,205	+0.1%	Shares	Sole	2025-11-03
2025-06-30	$369,026	1,204	-2.4%	Shares	Sole	2025-08-07
2025-03-31	$417,030	1,234	+0.5%	Shares	Sole	2025-05-01
2024-12-31	$384,658	1,228	+0.4%	Shares	Sole	2025-02-06
2024-09-30	$360,210	1,223	+3.1%	Shares	Sole	2024-10-25
2024-06-30	$310,898	1,186	+7.5%	Shares	Sole	2024-08-13
2024-03-31	$303,325	1,103	+0.5%	Shares	Sole	2024-05-06
2023-12-31	$264,837	1,098	+11.2%	Shares	Sole	2024-01-31
2023-09-30	$206,243	987	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$234,087	994	+0.4%	Shares	Sole	2023-08-10
2023-03-31	$230,056	990	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.