Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,717,230
+$555,720 QoQ
Shares Held
86,916
+14.0% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Derivatives in WTW
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$3,041,550
PutShares
9,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026ROYAL BANK OF CANADA holds $1,047,713,187 across 17 Insurance Brokers names. WTW ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,813,877 | $468,988,874 | |
| 2 | BRO |
Brown & Brown, Inc.
|
3,471,860 | $222,719,814 | |
| 3 | AON |
Aon plc
|
554,705 | $183,990,096 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
529,273 | $121,505,199 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
86,916 | $22,717,230 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
651,487 | $17,316,522 | |
| 7 | CRVL |
Corvel Corp
|
55,352 | $3,460,605 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
59,632 | $2,892,151 |
All Filings in WTW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,717,230 | 86,916 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $22,161,510 | 76,235 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $54,378,367 | 165,485 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $63,090,565 | 182,633 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $85,867,505 | 280,155 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $79,390,195 | 234,917 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $3,041,550 | 9,000 | Put | Sole | 2025-11-21 | |
| 2024-12-31 | $67,724,990 | 216,208 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $61,654,547 | 209,332 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $49,680,509 | 189,519 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $66,080,850 | 240,294 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $47,792,087 | 198,143 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $29,356,994 | 140,491 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $40,842,527 | 173,429 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $36,801,552 | 158,368 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $65,233,150 | 266,715 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $56,059,644 | 278,987 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,921,134 | 247,840 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $33,324,496 | 141,074 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $212,625,977 | 895,305 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $258,628,250 | 1,112,571 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $429,620,310 | 1,867,752 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $418,023,909 | 1,826,389 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $384,068,371 | 1,822,994 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $157,759,117 | 755,479 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $29,622,064 | 150,404 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $22,554,717 | 132,792 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||