Ascentis Wealth Management, LLC

Position in WTW — Willis Towers Watson PLC

CIK 2032602 DALLAS, TX

Position in WTW

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

Position Value

$253,509

+$71,241 QoQ

Shares Held

970

+54.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#477

of 687 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $970,554 across 6 Insurance Brokers names. WTW ranks #3 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	1,120	$371,461
2	AJG	Arthur J. Gallagher & Co.	1,391	$319,305
3	WTW	Willis Towers Watson PLC This page	970	$253,509
4	BRO	Brown & Brown, Inc.	160	$10,263
5	ERIE	Erie Indemnity Co	39	$9,350
6	MRSH	Marsh & Mclennan Companies, Inc.	40	$6,666

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,509	970	+54.7%	Shares	Sole	2026-07-30
2026-03-31	$182,268	627	+32.6%	Shares	Sole	2026-04-28
2025-12-31	$155,421	473	—	Shares	Sole	2026-01-14
No filing history on record for this holder in this stock.