ELEVATION WEALTH PARTNERS, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1976256
WALNUT CREEK, CA
Position in WTW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,181
-$2,505 QoQ
Shares Held
16
-30.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#613
of 687 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ELEVATION WEALTH PARTNERS, LLC holds $266,843 across 7 Insurance Brokers names. WTW ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
476 | $79,334 | |
| 2 | AON |
Aon plc
|
221 | $73,303 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
301 | $69,100 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
672 | $17,861 | |
| 5 | BRO |
Brown & Brown, Inc.
|
225 | $14,433 | |
| 6 | ERIE |
Erie Indemnity Co
|
36 | $8,631 | |
| 7 | WTW |
Willis Towers Watson PLC
This page
|
16 | $4,181 |
All Filings in WTW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,181 | 16 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,686 | 23 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,557 | 23 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,072 | 6 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||