Position in WTW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,693
+$763 QoQ
Shares Held
83
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#560
of 690 holders
Holding Since
Mar 2022
15 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, 2026GW&K Investment Management, LLC holds $10,040,000 across 7 Insurance Brokers names. WTW ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
42,795 | $9,824,448 | |
| 2 | BRO |
Brown & Brown, Inc.
|
1,170 | $75,055 | |
| 3 | AON |
Aon plc
|
134 | $44,446 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
251 | $41,834 | |
| 5 | ERIE |
Erie Indemnity Co
|
95 | $22,776 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
83 | $21,693 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
201 | $9,748 |
All Filings in WTW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,693 | 83 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $20,930 | 72 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $30,888 | 94 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $23,145 | 67 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,535 | 67 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,614 | 61 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $18,794 | 60 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $16,788 | 57 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $13,369 | 51 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,375 | 45 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,577 | 48 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,194 | 44 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $9,420 | 40 | Shares | Sole | 2023-08-09 | |
| 2022-06-30 | $1,776 | 9 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,070 | 13 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||