BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in WTW — Willis Towers Watson PLC
CIK 2010186
CINCINNATI, OH
Position in WTW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,318
+$6,737 QoQ
Shares Held
28
+1300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#593
of 687 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $2,585,612 across 6 Insurance Brokers names. WTW ranks #4 (0.3% of the industry book) .
All Filings in WTW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,318 | 28 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $581 | 2 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,973 | 76 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,527 | 16 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $15,631 | 51 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $16,897 | 50 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $15,662 | 50 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $14,726 | 50 | Shares | Sole | 2024-10-17 | |
| 2023-06-30 | $2,119 | 9 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $2,091 | 9 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $2,201 | 9 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,808 | 9 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $1,776 | 9 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $3,951 | 17 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||