Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,292,214
-$390,365 QoQ
Shares Held
8,770
-5.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#240
of 687 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $23,118,743 across 7 Insurance Brokers names. WTW ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
30,460 | $10,103,277 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
25,942 | $4,323,753 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
15,134 | $3,474,312 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
8,770 | $2,292,214 | |
| 5 | BRO |
Brown & Brown, Inc.
|
20,016 | $1,284,026 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
38,563 | $1,025,004 | |
| 7 | ERIE |
Erie Indemnity Co
|
2,570 | $616,157 |
All Filings in WTW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,292,214 | 8,770 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,682,579 | 9,228 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,545,992 | 7,748 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,546,389 | 10,266 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,318,782 | 10,828 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,366,319 | 9,961 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $3,025,585 | 9,659 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $2,322,074 | 7,884 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,869,582 | 7,132 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,494,900 | 5,436 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,242,662 | 5,152 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,052,949 | 5,039 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $1,278,765 | 5,430 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $1,122,163 | 4,829 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,409,025 | 5,761 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,572,154 | 7,824 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,544,576 | 7,825 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $568,817 | 2,408 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $510,128 | 2,148 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $328,233 | 1,412 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $324,788 | 1,412 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $383,374 | 1,675 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $371,699 | 1,780 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||