Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,191,072
+$471,542 QoQ
Shares Held
27,513
+19.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#140
of 687 holders
Holding Since
Mar 2020
26 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, 2026Rafferty Asset Management, LLC holds $75,621,832 across 6 Insurance Brokers names. WTW ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
140,352 | $23,392,467 | |
| 2 | AON |
Aon plc
|
62,217 | $20,636,756 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
74,837 | $17,180,330 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
27,513 | $7,191,072 | |
| 5 | BRO |
Brown & Brown, Inc.
|
84,915 | $5,447,297 | |
| 6 | ERIE |
Erie Indemnity Co
|
7,399 | $1,773,910 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,191,072 | 27,513 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,719,530 | 23,115 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,596,105 | 29,203 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,213,307 | 32,460 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,105,918 | 32,972 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,058,061 | 32,721 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,133,489 | 35,543 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,140,962 | 34,431 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,425,243 | 35,955 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,924,475 | 36,089 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,830,090 | 36,609 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,349,123 | 35,170 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,041,147 | 34,145 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,364,518 | 35,995 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,185,534 | 41,645 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,589,302 | 37,769 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,952,470 | 35,222 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,756,427 | 62,469 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,554,645 | 65,496 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $14,342,317 | 61,698 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $16,736,945 | 72,763 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $14,848,818 | 64,876 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $11,246,941 | 53,384 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $9,281,213 | 44,446 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,234,931 | 26,580 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,760,232 | 16,251 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||