Cassaday & Co Wealth Management LLC

Position in WTW — Willis Towers Watson PLC

CIK 1963612 MCLEAN, VA

Position in WTW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$241,767

-$30,328 QoQ

Shares Held

925

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#484

of 687 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $680,061 across 6 Insurance Brokers names. WTW ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,091	$348,506
2	WTW	Willis Towers Watson PLC This page	925	$241,767
3	AON	Aon plc	177	$58,709
4	AJG	Arthur J. Gallagher & Co.	115	$26,400
5	BRO	Brown & Brown, Inc.	48	$3,079
6	GSHD	Goosehead Insurance, Inc.	33	$1,600

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,767	925	-1.2%	Shares	Sole	2026-08-10
2026-03-31	$272,095	936	-1.5%	Shares	Sole	2026-05-07
2025-12-31	$312,170	950	0.0%	Shares	Sole	2026-02-03
2025-09-30	$328,177	950	0.0%	Shares	Sole	2025-11-07
2025-06-30	$291,175	950	+3.0%	Shares	Sole	2025-08-05
2025-03-31	$311,589	922	0.0%	Shares	Sole	2025-05-05
2024-12-31	$288,807	922	0.0%	Shares	Sole	2025-02-03
2024-09-30	$271,556	922	-0.2%	Shares	Sole	2024-11-07
2024-06-30	$242,217	924	-0.1%	Shares	Sole	2024-07-30
2024-03-31	$254,375	925	-1.3%	Shares	Sole	2024-05-08
2023-12-31	$226,004	937	+1.6%	Shares	Sole	2024-02-14
2023-06-30	$217,131	922	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.