Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,976,362
-$3,410,734 QoQ
Shares Held
85,918
-0.5% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BAMCO INC /NY/ holds $138,597,196 across 5 Insurance Brokers names. WTW ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWIN |
Baldwin Insurance Group, Inc.
|
2,710,068 | $59,458,891 | |
| 2 | WTW |
Willis Towers Watson PLC
This page
|
85,918 | $24,976,362 | |
| 3 | TWFG |
TWFG, Inc.
|
1,135,099 | $20,874,470 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
708,474 | $17,137,986 | |
| 5 | ARX |
Accelerant Holdings
|
1,208,794 | $16,149,487 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,976,362 | 85,918 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $28,387,096 | 86,388 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $33,286,871 | 96,358 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $29,533,727 | 96,358 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $32,564,186 | 96,358 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $30,183,179 | 96,358 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $28,067,236 | 95,295 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $24,922,436 | 95,073 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $26,330,425 | 95,747 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $25,026,188 | 103,757 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $26,657,863 | 127,574 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $40,851,714 | 173,468 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $40,318,627 | 173,503 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $42,247,037 | 172,733 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $34,887,805 | 173,623 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $33,661,114 | 170,531 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $40,282,832 | 170,531 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $40,649,263 | 171,162 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $39,788,318 | 171,162 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $39,405,186 | 171,312 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $61,180,768 | 267,305 | Shares | Defined | 2021-05-19 | |
| 2020-12-31 | $66,192,706 | 314,186 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $69,801,008 | 334,264 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $75,084,233 | 381,235 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $74,521,177 | 438,747 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||