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Equibles

TRUIST FINANCIAL CORP

Position in WTW — Willis Towers Watson PLC

CIK 92230 CHARLOTTE, NC
Back to WTW Full portfolio

Position in WTW

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$1,012,285
-$238,596 QoQ
Shares Held
3,873
-10.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#306
of 692 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 33% Shared 0% None 67%

Common Shares in WTW Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $117,276,419 across 7 Insurance Brokers names. WTW ranks #7 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 246,124 $41,021,486
2 AJG
Arthur J. Gallagher & Co.
 89,354 $20,512,996
3 CRD-A
Crawford & Co
 1,623,485 $18,296,675
4 ERIE
Erie Indemnity Co
 60,696 $14,551,866
5 BRO
Brown & Brown, Inc.
 177,523 $11,388,099
6 AON
Aon plc
 31,635 $10,493,012
7 WTW
Willis Towers Watson PLC
This page 		3,873 $1,012,285

All Filings in WTW

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,012,285 3,873
2026-03-31 $1,250,881 4,303
2025-12-31 $2,859,148 8,701
2025-09-30 $3,707,368 10,732
2025-06-30 $3,536,703 11,539
2025-03-31 $3,274,058 9,688
2024-12-31 $3,312,511 10,575
2024-09-30 $3,274,289 11,117
2024-06-30 $3,009,103 11,479
2024-03-31 $3,129,225 11,379
2023-12-31 $2,749,197 11,398
2023-09-30 $2,386,740 11,422
2023-06-30 $2,842,014 12,068
2023-03-31 $2,851,301 12,270
2022-12-31 $3,214,024 13,141
2022-09-30 $2,757,498 13,723
2022-06-30 $3,101,785 15,714
2022-03-31 $3,885,108 16,447
2021-12-31 $3,948,507 16,626
2021-09-30 $3,696,810 15,903
2021-06-30 $3,375,771 14,676
2021-03-31 $3,327,684 14,539
2020-12-31 $6,076,851 28,844
2020-09-30 $3,104,315 14,866
2020-06-30 $2,947,552 14,966
2020-03-31 $2,500,190 14,720