Position in WTW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,653,698
-$2,460,052 QoQ
Shares Held
33,109
-13.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#130
of 677 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, 2026FEDERATED HERMES, INC. holds $14,133,663 across 8 Insurance Brokers names. WTW ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
33,109 | $8,653,698 | |
| 2 | LIFE |
Ethos Technologies Inc.
|
216,000 | $3,918,240 | |
| 3 | BRO |
Brown & Brown, Inc.
|
12,096 | $775,958 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,026 | $337,673 | |
| 5 | AON |
Aon plc
|
893 | $296,199 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
457 | $104,913 | |
| 7 | ERIE |
Erie Indemnity Co
|
106 | $25,413 | |
| 8 | CRVL |
Corvel Corp
|
345 | $21,569 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,653,698 | 33,109 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $11,113,750 | 38,231 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,022,626 | 30,501 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $25,110,759 | 72,690 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $31,989,405 | 104,370 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $34,737,203 | 102,788 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $32,196,685 | 102,786 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $407,924 | 1,385 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $321,121 | 1,225 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $933,075 | 3,393 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,027,994 | 4,262 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $908,975 | 4,350 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $905,262 | 3,844 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $378,547 | 1,629 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $164,602 | 673 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $133,424 | 664 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $180,809 | 916 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $77,480 | 328 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $268,363 | 1,130 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $91,124 | 392 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $240,600 | 1,046 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $279,462 | 1,221 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $102,390 | 486 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $119,862 | 574 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $234,173 | 1,189 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $120,933 | 712 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||