Position in WTW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,829
New position
Shares Held
7
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#641
of 687 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Oakmont Advisory Group, LLC holds $2,824 across 2 Insurance Brokers names. WTW ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
7 | $1,829 | |
| 2 | AON |
Aon plc
|
3 | $995 |
All Filings in WTW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,829 | 7 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||