Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$38,619,769
-$6,210,240 QoQ
Shares Held
147,759
-4.2% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#67
of 690 holders
Holding Since
Mar 2020
26 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, 2026FIRST TRUST ADVISORS LP holds $392,613,162 across 8 Insurance Brokers names. WTW ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,319,512 | $219,923,064 | |
| 2 | BRO |
Brown & Brown, Inc.
|
756,859 | $48,552,504 | |
| 3 | AON |
Aon plc
|
131,003 | $43,452,385 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
171,579 | $39,389,391 | |
| 5 | WTW |
Willis Towers Watson PLC
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|
147,759 | $38,619,769 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
62,929 | $1,672,652 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,250 | $539,437 | |
| 8 | CRVL |
Corvel Corp
|
7,421 | $463,960 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,619,769 | 147,759 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $44,830,009 | 154,214 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $42,539,241 | 129,456 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $43,519,444 | 125,979 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $4,538,039 | 14,806 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $4,443,028 | 13,147 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,372,341 | 10,766 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $724,249 | 2,459 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $51,166,058 | 195,186 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,249,950 | 11,818 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,742,685 | 11,371 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $67,420,526 | 322,648 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,811,802 | 16,186 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $4,553,718 | 19,596 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $12,932,411 | 52,876 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $14,681,077 | 73,062 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $74,582,627 | 377,844 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $76,610,634 | 324,319 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $70,888,865 | 298,492 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $68,874,876 | 296,287 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,205,225 | 18,282 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $2,955,985 | 12,915 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $723,264 | 3,433 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $635,439 | 3,043 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $501,434 | 2,546 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $13,893,050 | 81,796 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||