Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$474,713
+$106,681 QoQ
Shares Held
1,633
+45.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026MAI Capital Management holds $21,337,228 across 14 Insurance Brokers names. WTW ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
29,279 | $7,358,105 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
221,457 | $4,858,766 | |
| 3 | AON |
Aon plc
|
11,210 | $3,618,363 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
15,377 | $2,667,140 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
10,028 | $2,171,864 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
1,633 | $474,713 | |
| 7 | BRO |
Brown & Brown, Inc.
|
2,503 | $163,220 | |
| 8 | CRVL |
Corvel Corp
|
270 | $14,755 |
All Filings in WTW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $474,713 | 1,633 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $368,032 | 1,120 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $385,522 | 1,116 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $358,911 | 1,171 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $368,027 | 1,089 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $355,527 | 1,135 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||