Position in WTW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$234,971
-$48,170 QoQ
Shares Held
899
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#489
of 687 holders
Holding Since
Mar 2020
25 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, 2026GREENLEAF TRUST holds $3,620,835 across 5 Insurance Brokers names. WTW ranks #5 (6.5% of the industry book) .
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,971 | 899 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $283,141 | 974 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $330,899 | 1,007 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $281,541 | 815 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $249,797 | 815 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $284,891 | 843 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $267,506 | 854 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $248,288 | 843 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $220,984 | 843 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $231,825 | 843 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $233,481 | 968 | Shares | Defined | 2024-01-31 | |
| 2023-06-30 | $231,732 | 984 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $250,738 | 1,079 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $268,304 | 1,097 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $215,206 | 1,071 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $326,088 | 1,652 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $382,203 | 1,618 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $373,334 | 1,572 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $385,651 | 1,659 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $385,283 | 1,675 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $371,014 | 1,621 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $286,314 | 1,359 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $286,918 | 1,374 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $261,155 | 1,326 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $201,781 | 1,188 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||