Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,601,965
-$2,247,918 QoQ
Shares Held
74,997
-0.2% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#88
of 687 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BROWN ADVISORY INC holds $317,209,080 across 5 Insurance Brokers names. WTW ranks #2 (6.2% of the industry book) .
All Filings in WTW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,601,965 | 74,997 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $21,849,883 | 75,163 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $22,583,033 | 68,725 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $22,811,790 | 66,035 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,177,069 | 52,780 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $19,289,170 | 57,077 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $15,093,468 | 48,185 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,959,166 | 37,209 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,502,183 | 28,619 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,876,025 | 17,731 | Shares | Defined | 2024-04-24 | |
| 2021-12-31 | $420,832 | 1,772 | Shares | Defined | 2022-01-27 | |
| 2021-06-30 | $222,659 | 968 | Shares | Defined | 2021-07-29 | |
| 2021-03-31 | $223,385 | 976 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $201,620 | 957 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $203,390 | 974 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||