Position in WTW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$8,190,289
-$1,230,135 QoQ
Shares Held
31,336
-3.3% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#134
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Chesley Taft & Associates LLC holds $10,811,106 across 3 Insurance Brokers names. WTW ranks #1 (75.8% 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 | $8,190,289 | 31,336 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $9,420,424 | 32,406 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $10,666,684 | 32,461 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $11,536,993 | 33,397 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $10,250,586 | 33,444 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $11,346,333 | 33,574 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $10,531,755 | 33,622 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,902,687 | 33,622 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $9,002,674 | 34,343 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $9,387,675 | 34,137 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $7,652,311 | 31,726 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $6,759,229 | 32,347 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $14,060,292 | 59,704 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $14,240,014 | 61,279 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $15,109,663 | 61,778 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $12,491,033 | 62,163 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $12,744,682 | 64,566 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $15,304,930 | 64,791 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $14,983,481 | 63,091 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $14,345,339 | 61,711 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $7,881,175 | 34,263 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $7,846,693 | 34,283 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $7,222,742 | 34,283 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $7,154,799 | 34,263 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $6,773,701 | 34,393 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $5,909,760 | 34,794 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||