Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$322,269
-$152,444 QoQ
Shares Held
1,233
-24.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#441
of 692 holders
Holding Since
Dec 2024
7 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, 2026MAI Capital Management holds $24,328,569 across 8 Insurance Brokers names. WTW ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERIE |
Erie Indemnity Co
|
29,430 | $7,055,842 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
221,435 | $5,885,742 | |
| 3 | AON |
Aon plc
|
16,848 | $5,588,312 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,518 | $3,086,395 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
9,379 | $2,153,137 | |
| 6 | WTW |
Willis Towers Watson PLC
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|
1,233 | $322,269 | |
| 7 | BRO |
Brown & Brown, Inc.
|
3,554 | $227,988 | |
| 8 | SLQT |
SelectQuote, Inc.
|
10,565 | $8,884 |
All Filings in WTW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,269 | 1,233 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||