Position in WTW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,795
-$763 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#599
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)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Smithfield Trust Co holds $2,336,628 across 6 Insurance Brokers names. WTW ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,576 | $1,096,021 | |
| 2 | ERIE |
Erie Indemnity Co
|
2,200 | $527,450 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
2,154 | $494,493 | |
| 4 | AON |
Aon plc
|
444 | $147,270 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,007 | $64,599 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
26 | $6,795 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,795 | 26 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,558 | 26 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,543 | 26 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,981 | 26 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,969 | 26 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,786 | 26 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,144 | 26 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,657 | 26 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,815 | 26 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,150 | 26 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $6,271 | 26 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,432 | 26 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,123 | 26 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,041 | 26 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,359 | 26 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,224 | 26 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,132 | 26 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,141 | 26 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,174 | 26 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,043 | 26 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,980 | 26 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,950 | 26 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,477 | 26 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,429 | 26 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,120 | 26 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $146,071 | 860 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||