Synergy Investment Management, LLC

Position in WTW — Willis Towers Watson PLC

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in WTW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,090

+$1,509 QoQ

Shares Held

+300.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#638

of 687 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Synergy Investment Management, LLC holds $260,122 across 4 Insurance Brokers names. WTW ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	1,462	$243,671
2	AON	Aon plc	26	$8,623
3	AJG	Arthur J. Gallagher & Co.	25	$5,738
4	WTW	Willis Towers Watson PLC This page	8	$2,090

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,090	8	+300.0%	Shares	Other	2026-08-14
2026-03-31	$581	2	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.