MassMutual Private Wealth & Trust, FSB
Position in WTW — Willis Towers Watson PLC
CIK 1103653
Windsor, CT
Position in WTW
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$88,081
-$22,675 QoQ
Shares Held
337
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 193 holders
Holding Since
Jun 2020
23 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, 2026MassMutual Private Wealth & Trust, FSB holds $1,203,258 across 10 Insurance Brokers names. WTW ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,761 | $460,175 | |
| 2 | AON |
Aon plc
|
650 | $215,598 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
931 | $213,729 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
337 | $88,081 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,315 | $84,357 | |
| 6 | CRVL |
Corvel Corp
|
1,228 | $76,774 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
514 | $24,929 | |
| 8 | ERIE |
Erie Indemnity Co
|
91 | $21,817 |
All Filings in WTW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,081 | 337 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $110,756 | 381 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $142,612 | 434 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $151,998 | 440 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $120,148 | 392 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $120,310 | 356 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $105,561 | 337 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $88,064 | 299 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $79,166 | 302 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $62,150 | 226 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $48,240 | 200 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $19,642 | 94 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $30,850 | 131 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $18,125 | 78 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $10,761 | 44 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $8,439 | 42 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $3,355 | 17 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $8,031 | 34 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $4,749 | 20 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $14,180 | 61 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,360 | 32 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,144 | 5 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $18,513 | 94 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||