SEC 13F Intelligence

Mosaic Financial Group, LLC / WTW

Mosaic Financial Group, LLC’s Willis Towers Watson PLC Ltd Position

Does Mosaic Financial Group, LLC own Willis Towers Watson PLC Ltd (WTW)? Not currently — the last reported position was 6.0K shares worth $2M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2024
Shares
6.0K
% of Portfolio
+1.26%
Quarters Held
3
position exited

Position History WTW

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20246.0K$2M+1.26%
Q2 20246.0K$2M+1.14%
Q1 20246.0K$2M+1.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mosaic Financial Group, LLC’s full portfolio or all institutional holders of WTW.