Position in WTW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,354,161
-$2,278,442 QoQ
Shares Held
12,833
-33.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#212
of 687 holders
Holding Since
Dec 2024
7 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, 2026POLEN CAPITAL MANAGEMENT LLC holds $57,762,930 across 2 Insurance Brokers names. WTW ranks #2 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
164,035 | $54,408,769 | |
| 2 | WTW |
Willis Towers Watson PLC
This page
|
12,833 | $3,354,161 |
All Filings in WTW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,354,161 | 12,833 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,632,603 | 19,376 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,011,855 | 27,425 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $75,924,382 | 219,784 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $96,263,987 | 314,075 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $123,871,855 | 366,539 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $40,278,278 | 128,586 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||