Farther Finance Advisors, LLC

Position in WTW — Willis Towers Watson PLC

CIK 1992825 SAN FRANCISCO, CA

Position in WTW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$267,120

-$10,207 QoQ

Shares Held

1,022

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#96

of 193 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $5,122,586 across 15 Insurance Brokers names. WTW ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,005	$1,660,108
2	AJG	Arthur J. Gallagher & Co.	6,503	$1,492,893
3	MRSH	Marsh & Mclennan Companies, Inc.	7,543	$1,257,191
4	WTW	Willis Towers Watson PLC This page	1,022	$267,120
5	CRD-A	Crawford & Co	15,175	$171,022
6	BRO	Brown & Brown, Inc.	2,662	$170,767
7	ERIE	Erie Indemnity Co	148	$35,483
8	CRVL	Corvel Corp	424	$26,508

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,120	1,022	+7.1%	Shares	Sole	2026-07-17
2026-03-31	$277,327	954	+37.9%	Shares	Sole	2026-04-07
2025-12-31	$227,391	692	-28.1%	Shares	Sole	2026-01-23
2025-09-30	$332,322	962	+109.1%	Shares	Sole	2025-10-14
2025-06-30	$140,990	460	-6.3%	Shares	Sole	2025-07-11
2025-03-31	$165,933	491	+51.5%	Shares	Sole	2025-04-14
2024-12-31	$101,489	324	+36.7%	Shares	Sole	2025-02-10
2024-09-30	$69,803	237	+22.2%	Shares	Sole	2024-10-29
2024-06-30	$50,855	194	+14.1%	Shares	Sole	2024-07-31
2024-03-31	$46,750	170	+14.9%	Shares	Sole	2024-05-14
2023-12-31	$35,697	148	+8.0%	Shares	Sole	2024-02-15
2023-09-30	$28,627	137	+42.7%	Shares	Sole	2023-11-14
2023-06-30	$22,608	96	+18.5%	Shares	Sole	2024-05-14
2023-03-31	$18,822	81	-46.4%	Shares	Sole	2024-05-14
2022-12-31	$36,931	151	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.