Position in WTW
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$426,747
-$555,438 QoQ
Shares Held
1,468
-50.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Janney Montgomery Scott LLC holds $65,386,526 across 7 Insurance Brokers names. WTW ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
185,581 | $32,189,024 | |
| 2 | AON |
Aon plc
|
32,439 | $10,470,660 | |
| 3 | BRO |
Brown & Brown, Inc.
|
158,731 | $10,350,848 | |
| 4 | ERIE |
Erie Indemnity Co
|
26,667 | $6,701,683 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
22,462 | $4,864,819 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
1,468 | $426,747 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
8,972 | $382,745 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426,747 | 1,468 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $982,185 | 2,989 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,138,603 | 3,296 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,184,009 | 3,863 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $858,730 | 2,541 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $779,027 | 2,487 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $711,879 | 2,417 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $555,474 | 2,119 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $573,100 | 2,084 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $550,417 | 2,282 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $875,751 | 4,191 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,627,238 | 11,156 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,043,016 | 13,095 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,685,732 | 10,981 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,408,667 | 11,987 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,306,303 | 11,684 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,796,608 | 11,839 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,835,155 | 11,938 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,142,161 | 13,517 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $674,878 | 2,934 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $677,942 | 2,962 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $696,508 | 3,306 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $696,623 | 3,336 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $667,463 | 3,389 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $919,228 | 5,412 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||