Position in WTW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$784
-$88 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#662
of 687 holders
Holding Since
Jun 2021
13 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 Jun 30, 2026WestEnd Advisors, LLC holds $8,717 across 6 Insurance Brokers names. WTW ranks #4 (9.0% of the industry book) .
All Filings in WTW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784 | 3 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $872 | 3 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $985 | 3 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,036 | 3 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $919 | 3 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,013 | 3 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $313 | 1 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $294 | 1 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $262 | 1 | Shares | Sole | 2024-07-29 | |
| 2022-03-31 | $236 | 1 | Principal | Other | 2022-04-26 | |
| 2021-12-31 | $237 | 1 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $464 | 2 | Principal | Sole | 2021-10-26 | |
| 2021-06-30 | $230 | 1 | Principal | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||