Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$635,129
-$6,048,064 QoQ
Shares Held
2,430
-89.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#360
of 687 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, 2026CI INVESTMENTS INC. holds $81,060,428 across 4 Insurance Brokers names. WTW ranks #4 (0.8% of the industry book) .
All Filings in WTW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,129 | 2,430 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,683,193 | 22,990 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,857,626 | 60,431 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,881,303 | 69,131 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,347,834 | 72,913 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,666,632 | 72,989 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,077,643 | 73,674 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $21,925,991 | 74,444 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,632,451 | 74,893 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,740,500 | 75,420 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $18,283,442 | 75,802 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $21,066,302 | 100,815 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,014,946 | 127,452 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $31,264,637 | 134,541 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $42,107,381 | 172,162 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $41,946,827 | 208,753 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,140,549 | 223,621 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $62,867,118 | 266,138 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $59,328,801 | 249,816 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $58,838,647 | 253,113 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $58,839,346 | 255,801 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $73,806,933 | 322,470 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $68,884,775 | 326,964 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $56,662,680 | 271,347 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $51,383,270 | 260,895 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $43,437,099 | 255,738 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||