Concurrent Investment Advisors, LLC

Position in WTW — Willis Towers Watson PLC

CIK 2001015 Tampa, FL

Position in WTW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$627,025

-$41,003 QoQ

Shares Held

2,399

+4.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#364

of 687 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $11,682,458 across 5 Insurance Brokers names. WTW ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	24,267	$5,570,974
2	MRSH	Marsh & Mclennan Companies, Inc.	17,547	$2,924,557
3	AON	Aon plc	5,805	$1,925,460
4	BRO	Brown & Brown, Inc.	9,890	$634,442
5	WTW	Willis Towers Watson PLC This page	2,399	$627,025

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$627,025	2,399	+4.4%	Shares	Sole	2026-07-27
2026-03-31	$668,028	2,298	+12.5%	Shares	Sole	2026-04-21
2025-12-31	$671,329	2,043	+251.6%	Shares	Sole	2026-01-29
2025-09-30	$200,706	581	-47.4%	Shares	Sole	2025-10-27
2025-03-31	$373,096	1,104	-1.2%	Shares	Sole	2025-04-29
2024-12-31	$349,889	1,117	+4.7%	Shares	Sole	2025-02-03
2024-09-30	$314,263	1,067	+13.6%	Shares	Sole	2024-10-30
2024-06-30	$246,149	939	—	Shares	Sole	2024-07-30
No filing history on record for this holder in this stock.