HANTZ FINANCIAL SERVICES, INC.
Position in WTW — Willis Towers Watson PLC
CIK 1071061
SOUTHFIELD, MI
Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$233,926
+$142,937 QoQ
Shares Held
895
+185.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#491
of 687 holders
Holding Since
Sep 2023
12 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, 2026HANTZ FINANCIAL SERVICES, INC. holds $20,181,362 across 8 Insurance Brokers names. WTW ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
50,282 | $8,380,500 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
22,573 | $5,182,083 | |
| 3 | AON |
Aon plc
|
14,673 | $4,866,887 | |
| 4 | BRO |
Brown & Brown, Inc.
|
11,561 | $741,638 | |
| 5 | ERIE |
Erie Indemnity Co
|
1,628 | $390,313 | |
| 6 | CRVL |
Corvel Corp
|
5,473 | $342,171 | |
| 7 | WTW |
Willis Towers Watson PLC
This page
|
895 | $233,926 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
904 | $43,844 |
All Filings in WTW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,926 | 895 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $90,989 | 313 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,671,916 | 5,088 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,149,735 | 6,223 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,390,503 | 11,062 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,244,995 | 9,602 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,728,007 | 8,709 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $13,253 | 45 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,266,922 | 4,833 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,403,325 | 5,103 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $1,355,544 | 5,620 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $1,178,743 | 5,641 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||