BAMCO INC /NY/

Position in WTW — Willis Towers Watson PLC

CIK 1017918 NEW YORK, NY

Back to WTW Full portfolio

Position in WTW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$21,996,115

-$2,980,247 QoQ

Shares Held

84,157

-2.0% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#77

of 687 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in WTW Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

BAMCO INC /NY/ holds $140,564,070 across 4 Insurance Brokers names. WTW ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWIN	Baldwin Insurance Group, Inc.	2,712,386	$72,095,219
2	TWFG	TWFG, Inc.	1,135,091	$27,298,938
3	WTW	Willis Towers Watson PLC This page	84,157	$21,996,115
4	NP	Neptune Insurance Holdings Inc.	608,692	$19,173,798

All Filings in WTW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,996,115	84,157	-2.0%	Shares	Defined	2026-08-14
2026-03-31	$24,976,362	85,918	-0.5%	Shares	Defined	2026-05-15
2025-12-31	$28,387,096	86,388	-10.3%	Shares	Defined	2026-02-17
2025-09-30	$33,286,871	96,358	0.0%	Shares	Defined	2025-11-14
2025-06-30	$29,533,727	96,358	0.0%	Shares	Defined	2025-08-14
2025-03-31	$32,564,186	96,358	0.0%	Shares	Defined	2025-05-15
2024-12-31	$30,183,179	96,358	+1.1%	Shares	Defined	2025-02-14
2024-09-30	$28,067,236	95,295	+0.2%	Shares	Defined	2024-11-14
2024-06-30	$24,922,436	95,073	-0.7%	Shares	Defined	2024-08-14
2024-03-31	$26,330,425	95,747	-7.7%	Shares	Defined	2024-05-15
2023-12-31	$25,026,188	103,757	-18.7%	Shares	Defined	2024-02-14
2023-09-30	$26,657,863	127,574	-26.5%	Shares	Defined	2023-11-14
2023-06-30	$40,851,714	173,468	-0.0%	Shares	Defined	2023-08-14
2023-03-31	$40,318,627	173,503	+0.4%	Shares	Defined	2023-05-15
2022-12-31	$42,247,037	172,733	-0.5%	Shares	Defined	2023-02-14
2022-09-30	$34,887,805	173,623	+1.8%	Shares	Defined	2022-11-14
2022-06-30	$33,661,114	170,531	0.0%	Shares	Defined	2022-08-15
2022-03-31	$40,282,832	170,531	-0.4%	Shares	Defined	2022-05-13
2021-12-31	$40,649,263	171,162	0.0%	Shares	Defined	2022-02-14
2021-09-30	$39,788,318	171,162	-0.1%	Shares	Defined	2021-11-12
2021-06-30	$39,405,186	171,312	-35.9%	Shares	Defined	2021-08-13
2021-03-31	$61,180,768	267,305	-14.9%	Shares	Defined	2021-05-19
2020-12-31	$66,192,706	314,186	-6.0%	Shares	Defined	2021-02-12
2020-09-30	$69,801,008	334,264	-12.3%	Shares	Defined	2020-11-13
2020-06-30	$75,084,233	381,235	-13.1%	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.