TRUIST FINANCIAL CORP

Position in WTW — Willis Towers Watson PLC

CIK 92230 CHARLOTTE, NC

Position in WTW

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$1,250,881

-$1,608,267 QoQ

Shares Held

4,303

-50.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Financial Services · as of Mar 31, 2026

TRUIST FINANCIAL CORP holds $121,219,906 across 7 Insurance Brokers names. WTW ranks #7 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	269,560	$46,755,181
2	AJG	Arthur J. Gallagher & Co.	92,123	$19,951,998
3	CRD-A	Crawford & Co	1,623,485	$16,186,144
4	ERIE	Erie Indemnity Co	60,707	$15,256,275
5	BRO	Brown & Brown, Inc.	180,172	$11,749,015
6	AON	Aon plc	31,199	$10,070,412
7	WTW	Willis Towers Watson PLC This page	4,303	$1,250,881

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,250,881	4,303	-50.5%	Shares	Defined	2026-04-27
2025-12-31	$2,859,148	8,701	-18.9%	Shares	Defined	2026-02-02
2025-09-30	$3,707,368	10,732	-7.0%	Shares	Defined	2025-11-03
2025-06-30	$3,536,703	11,539	+19.1%	Shares	Defined	2025-07-18
2025-03-31	$3,274,058	9,688	-8.4%	Shares	Defined	2025-04-29
2024-12-31	$3,312,511	10,575	-4.9%	Shares	Defined	2025-01-31
2024-09-30	$3,274,289	11,117	-3.2%	Shares	Defined	2024-11-13
2024-06-30	$3,009,103	11,479	+0.9%	Shares	Defined	2024-08-21
2024-03-31	$3,129,225	11,379	-0.2%	Shares	Defined	2024-05-13
2023-12-31	$2,749,197	11,398	-0.2%	Shares	Defined	2024-02-02
2023-09-30	$2,386,740	11,422	-5.4%	Shares	Defined	2023-11-14
2023-06-30	$2,842,014	12,068	-1.6%	Shares	Defined	2023-08-01
2023-03-31	$2,851,301	12,270	-6.6%	Shares	Defined	2023-05-05
2022-12-31	$3,214,024	13,141	-4.2%	Shares	Defined	2023-02-17
2022-09-30	$2,757,498	13,723	-12.7%	Shares	Defined	2022-10-26
2022-06-30	$3,101,785	15,714	-4.5%	Shares	Defined	2022-07-22
2022-03-31	$3,885,108	16,447	-1.1%	Shares	Defined	2022-04-22
2021-12-31	$3,948,507	16,626	+4.5%	Shares	Defined	2022-02-14
2021-09-30	$3,696,810	15,903	+8.4%	Shares	Defined	2021-11-05
2021-06-30	$3,375,771	14,676	+0.9%	Shares	Defined	2021-08-16
2021-03-31	$3,327,684	14,539	-49.6%	Shares	Defined	2021-05-17
2020-12-31	$6,076,851	28,844	+94.0%	Shares	Defined	2021-11-19
2020-09-30	$3,104,315	14,866	-0.7%	Shares	Defined	2021-11-05
2020-06-30	$2,947,552	14,966	+1.7%	Shares	Defined	2021-11-16
2020-03-31	$2,500,190	14,720	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.