Carlson Capital, L.P.

Position in WTW — Willis Towers Watson PLC

CIK 1056973 DALLAS, TX

Position in WTW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$313,644

-$6,126 QoQ

Shares Held

1,200

+9.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#443

of 687 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Carlson Capital, L.P. holds $1,273,193 across 4 Insurance Brokers names. WTW ranks #3 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	1,500	$344,355
2	MRSH	Marsh & Mclennan Companies, Inc.	1,900	$316,673
3	WTW	Willis Towers Watson PLC This page	1,200	$313,644
4	AON	Aon plc	900	$298,521

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,644	1,200	+9.1%	Shares	Sole	2026-08-12
2026-03-31	$319,770	1,100	+83.3%	Shares	Sole	2026-05-28
2025-09-30	$207,270	600	-96.6%	Shares	Sole	2025-11-05
2022-09-30	$3,536,544	17,600	-22.1%	Shares	Sole	2022-11-14
2022-06-30	$4,461,014	22,600	-77.8%	Shares	Sole	2022-08-15
2022-03-31	$24,023,574	101,700	-19.7%	Shares	Sole	2022-05-13
2021-12-31	$30,089,983	126,700	-9.8%	Shares	Sole	2022-02-11
2021-09-30	$32,637,384	140,400	-47.1%	Shares	Sole	2021-11-12
2021-06-30	$61,047,308	265,400	+3.7%	Shares	Sole	2021-08-13
2021-03-31	$58,582,522	255,953	+24.1%	Shares	Sole	2021-05-13
2020-12-31	$43,446,218	206,219	-52.6%	Shares	Sole	2021-02-12
2020-09-30	$90,836,700	435,000	-37.2%	Shares	Sole	2020-11-16
2020-06-30	$136,361,680	692,367	+592.4%	Shares	Sole	2020-08-14
2020-03-31	$16,985,000	100,000	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.