Position in WTW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$217,721
-$24,432 QoQ
Shares Held
833
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#495
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Pekin Hardy Strauss, Inc. holds $1,189,572 across 2 Insurance Brokers names. WTW ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,930 | $971,851 | |
| 2 | WTW |
Willis Towers Watson PLC
This page
|
833 | $217,721 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,721 | 833 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $242,153 | 833 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $373,946 | 1,138 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $404,176 | 1,170 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $423,889 | 1,383 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $509,966 | 1,509 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $505,256 | 1,613 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $475,076 | 1,613 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $432,793 | 1,651 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $481,525 | 1,751 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $422,341 | 1,751 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $294,842 | 1,411 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $332,290 | 1,411 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $340,901 | 1,467 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $463,234 | 1,894 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $421,572 | 2,098 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $566,904 | 2,872 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $678,423 | 2,872 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $900,087 | 3,790 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $999,578 | 4,300 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $989,086 | 4,300 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,101,370 | 4,812 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,143,149 | 5,426 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,253,755 | 6,004 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,367,817 | 6,945 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,192,347 | 7,020 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||