Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,849,883
-$733,150 QoQ
Shares Held
75,163
+9.4% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 93.6058965182337.ToString("F0")%
Shared 0.ToString("F0")%
None 6.394103481766295.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BROWN ADVISORY INC holds $380,228,543 across 6 Insurance Brokers names. WTW ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,580,307 | $342,262,888 | |
| 2 | WTW |
Willis Towers Watson PLC
This page
|
75,163 | $21,849,883 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
72,150 | $12,514,416 | |
| 4 | AON |
Aon plc
|
5,553 | $1,792,396 | |
| 5 | ERIE |
Erie Indemnity Co
|
6,052 | $1,520,928 | |
| 6 | BRO |
Brown & Brown, Inc.
|
4,417 | $288,032 |
All Filings in WTW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||