Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,112,913
+$876,276 QoQ
Shares Held
8,084
+90.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#250
of 692 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Derivatives in WTW
reported options exposure · as of Sep 30, 2023CallValue
$5,871,776
CallShares
28,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NOMURA HOLDINGS INC holds $21,353,495 across 8 Insurance Brokers names. WTW ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
34,841 | $5,806,949 | |
| 2 | AON |
Aon plc
|
15,428 | $5,117,312 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
18,572 | $4,263,572 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
8,084 | $2,112,913 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
60,920 | $1,619,253 | |
| 6 | BRO |
Brown & Brown, Inc.
|
18,761 | $1,203,517 | |
| 7 | TREE |
LendingTree, Inc.
|
21,102 | $934,607 | |
| 8 | ERIE |
Erie Indemnity Co
|
1,232 | $295,372 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,112,913 | 8,084 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,236,637 | 4,254 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,409,036 | 4,288 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,656,086 | 4,794 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,021,564 | 3,333 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $1,061,838 | 3,142 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,040,270 | 3,321 | Shares | Defined | 2025-02-14 | |
| 2024-06-30 | $387,180 | 1,477 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $225,225 | 819 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $500,248 | 2,074 | Shares | Defined | 2024-03-27 | |
| 2023-09-30 | $5,871,776 | 28,100 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $6,617,550 | 28,100 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $9,588,231 | 41,261 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,178,875 | 4,820 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $964,512 | 4,800 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $7,380,951 | 31,079 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $208,332,743 | 896,209 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $9,647,090 | 41,500 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $13,249,152 | 57,600 | Call | Defined | 2021-08-16 | |
| 2021-06-30 | $40,644,534 | 176,700 | Put | Defined | 2021-08-16 | |
| 2021-06-30 | $22,559,211 | 98,075 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,890,889 | 30,107 | Shares | Defined | 2021-05-17 | |
| 2021-03-31 | $755,304 | 3,300 | Call | Defined | 2021-05-17 | |
| 2020-12-31 | $3,191,590 | 15,149 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,878,961 | 8,998 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $796,662 | 4,045 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||