Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,736,027
+$6,736,027 QoQ
Shares Held
25,772
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#147
of 677 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Derivatives in WTW
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$2,141,790
PutShares
6,200
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, 2026MARSHALL WACE, LLP holds $265,115,717 across 15 Insurance Brokers names. WTW ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,043,399 | $173,903,310 | |
| 2 | GSHD |
Goosehead Insurance, Inc.
|
330,416 | $16,025,175 | |
| 3 | AON |
Aon plc
|
46,582 | $15,450,783 | |
| 4 | CRVL |
Corvel Corp
|
221,883 | $13,872,123 | |
| 5 | ARX |
Accelerant Holdings
|
1,109,675 | $13,005,390 | |
| 6 | BRO |
Brown & Brown, Inc.
|
171,498 | $11,001,596 | |
| 7 | TWFG |
TWFG, Inc.
|
408,732 | $9,830,003 | |
| 8 | WTW |
Willis Towers Watson PLC
This page
|
25,772 | $6,736,027 |
All Filings in WTW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,736,027 | 25,772 | Shares | Other | 2026-08-13 | |
| 2025-09-30 | $2,141,790 | 6,200 | Put | Other | 2025-11-13 | |
| 2024-09-30 | $323,983 | 1,100 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $22,425,814 | 85,549 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,565,000 | 16,600 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,833,120 | 7,600 | Shares | Other | 2024-02-14 | |
| 2023-03-31 | $5,510,194 | 23,712 | Shares | Other | 2023-05-15 | |
| 2022-09-30 | $6,214,270 | 30,926 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,936,593 | 9,811 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $2,545,506 | 10,776 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $9,388,692 | 39,533 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $17,430,780 | 74,984 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $41,765,651 | 181,574 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $37,098,930 | 162,089 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $49,306,072 | 234,033 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $72,779,408 | 348,527 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $45,814,705 | 232,621 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $43,490,941 | 256,055 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||