Position in WTW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,076,076
+$186,745 QoQ
Shares Held
42,377
+13.1% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#121
of 690 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Derivatives in WTW
reported options exposure · as of Mar 31, 2024CallValue
$15,125
CallShares
55
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $168,893,343 across 10 Insurance Brokers names. WTW ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
394,645 | $65,775,482 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
179,131 | $41,123,103 | |
| 3 | AON |
Aon plc
|
106,629 | $35,367,773 | |
| 4 | BRO |
Brown & Brown, Inc.
|
196,094 | $12,579,430 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
42,377 | $11,076,076 | |
| 6 | CRVL |
Corvel Corp
|
18,576 | $1,161,371 | |
| 7 | ERIE |
Erie Indemnity Co
|
3,559 | $853,270 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
22,693 | $603,179 |
All Filings in WTW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,076,076 | 42,377 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,889,331 | 37,459 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,511,186 | 35,031 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,078,313 | 34,964 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,996,913 | 35,879 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,063,824 | 23,861 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,128,891 | 25,951 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,948,398 | 16,801 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,024,111 | 15,351 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,032,050 | 14,662 | Shares | Sole | 2024-05-10 | |
| 2024-03-31 | $15,125 | 55 | Call | Sole | 2024-05-10 | |
| 2023-12-31 | $3,059,380 | 12,684 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,450,138 | 16,511 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,801,205 | 16,141 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,547,513 | 15,266 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,486,243 | 14,254 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,616,562 | 8,045 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,713,147 | 8,679 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,889,443 | 12,232 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,806,894 | 11,819 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,487,279 | 6,398 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,345,156 | 5,848 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $879,585 | 3,843 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $724,949 | 3,441 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $630,009 | 3,017 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $535,310 | 2,718 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $411,206 | 2,421 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||