Position in WTW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$607,685
-$456,567 QoQ
Shares Held
2,325
-36.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#368
of 687 holders
Holding Since
Mar 2020
13 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, 2026PRAXIS INVESTMENT MANAGEMENT INC holds $5,762,451 across 6 Insurance Brokers names. WTW ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
12,791 | $2,131,875 | |
| 2 | BRO |
Brown & Brown, Inc.
|
19,708 | $1,264,268 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,261 | $978,197 | |
| 4 | WTW |
Willis Towers Watson PLC
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|
2,325 | $607,685 | |
| 5 | CRVL |
Corvel Corp
|
6,700 | $418,884 | |
| 6 | AON |
Aon plc
|
1,090 | $361,542 |
All Filings in WTW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,685 | 2,325 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,064,252 | 3,661 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $895,763 | 2,726 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $614,901 | 1,780 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $545,570 | 1,780 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $804,321 | 2,380 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $992,970 | 3,170 | Shares | Sole | 2025-01-03 | |
| 2023-09-30 | $587,177 | 2,810 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $294,375 | 1,250 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $290,475 | 1,250 | Shares | Sole | 2023-04-04 | |
| 2020-09-30 | $325,759 | 1,560 | Shares | Sole | 2021-02-01 | |
| 2020-06-30 | $770,074 | 3,910 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $664,113 | 3,910 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||