STEPHENS INC /AR/

Position in WTW — Willis Towers Watson PLC

CIK 757657 LITTLE ROCK, AR

Position in WTW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$466,545

-$62,819 QoQ

Shares Held

1,785

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#397

of 687 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

STEPHENS INC /AR/ holds $17,551,937 across 5 Insurance Brokers names. WTW ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	39,781	$13,194,959
2	BRO	Brown & Brown, Inc.	36,693	$2,353,855
3	MRSH	Marsh & Mclennan Companies, Inc.	7,496	$1,249,358
4	WTW	Willis Towers Watson PLC This page	1,785	$466,545
5	ERIE	Erie Indemnity Co	1,198	$287,220

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,545	1,785	-2.0%	Shares	Defined	2026-07-29
2026-03-31	$529,364	1,821	+4.5%	Shares	Defined	2026-04-28
2025-12-31	$572,749	1,743	-6.2%	Shares	Defined	2026-02-05
2025-09-30	$642,191	1,859	+13.6%	Shares	Defined	2025-10-27
2025-06-30	$501,434	1,636	-11.7%	Shares	Defined	2025-07-29
2025-03-31	$625,883	1,852	+11.4%	Shares	Defined	2025-05-01
2024-12-31	$520,918	1,663	-20.3%	Shares	Defined	2025-01-28
2024-09-30	$614,684	2,087	-10.1%	Shares	Defined	2024-10-28
2024-06-30	$608,426	2,321	0.0%	Shares	Defined	2024-08-06
2024-03-31	$638,275	2,321	+17.1%	Shares	Defined	2024-05-15
2023-12-31	$478,058	1,982	+27.2%	Shares	Defined	2024-02-13
2023-09-30	$325,559	1,558	+0.7%	Shares	Defined	2023-11-14
2023-06-30	$364,318	1,547	—	Shares	Defined	2023-08-14
No filing history on record for this holder in this stock.