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DIVERSIFY WEALTH MANAGEMENT, LLC

Position in WTW — Willis Towers Watson PLC

CIK 2030780 SANDY, UT

Position in WTW

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$271,824
New position
Shares Held
1,040
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#467
of 687 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,214,567 across 4 Insurance Brokers names. WTW ranks #4 (12.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WTW
Willis Towers Watson PLC
This page
1,040 $271,824

All Filings in WTW

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $271,824 1,040