Position in WTW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$3,480,550
+$296,417 QoQ
Shares Held
11,973
+23.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026AGF MANAGEMENT LTD holds $18,317,397 across 5 Insurance Brokers names. WTW ranks #3 (19.0% of the industry book) .
All Filings in WTW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,480,550 | 11,973 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,184,133 | 9,690 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,215,793 | 9,309 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,958,951 | 9,654 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,752,940 | 8,146 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,655,647 | 8,478 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,052,508 | 10,364 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,390,716 | 9,120 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,252,250 | 8,190 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,783,206 | 11,539 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||