Position in WTW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$261
-$29 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 152 holders
Holding Since
Mar 2022
8 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, 2026GHP Investment Advisors, Inc. holds $15,687,677 across 7 Insurance Brokers names. WTW ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
25,994 | $8,621,949 | |
| 2 | BRO |
Brown & Brown, Inc.
|
109,747 | $7,040,269 | |
| 3 | SLQT |
SelectQuote, Inc.
|
17,990 | $15,129 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
56 | $9,333 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
3 | $688 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
1 | $261 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
1 | $48 |
All Filings in WTW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261 | 1 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $290 | 1 | Shares | Sole | 2026-04-21 | |
| 2023-06-30 | $21,195 | 90 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $50,658 | 218 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $53,318 | 218 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $43,804 | 218 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,031 | 218 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $51,495 | 218 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||