Position in WTW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$16,160,245
-$1,911,411 QoQ
Shares Held
61,829
-0.5% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#97
of 690 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $536,056,941 across 11 Insurance Brokers names. WTW ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
833,230 | $191,284,611 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
998,086 | $166,350,993 | |
| 3 | AON |
Aon plc
|
337,900 | $112,078,051 | |
| 4 | BRO |
Brown & Brown, Inc.
|
464,414 | $29,792,158 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
61,829 | $16,160,245 | |
| 6 | CRVL |
Corvel Corp
|
102,070 | $6,381,416 | |
| 7 | ERIE |
Erie Indemnity Co
|
19,282 | $4,622,859 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
144,486 | $3,840,437 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,160,245 | 61,829 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $18,071,656 | 62,166 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $27,962,545 | 85,096 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $35,037,957 | 101,427 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $38,617,774 | 125,996 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $32,849,077 | 97,201 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $33,503,523 | 106,958 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $31,438,426 | 106,741 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $25,935,083 | 98,936 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $34,880,725 | 126,839 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,304,155 | 67,596 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,347,402 | 68,661 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,408,529 | 65,429 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $13,558,233 | 1,985,669 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,492,518 | 67,432 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,106,154 | 55,271 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,939,420 | 40,222 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,273,052 | 39,256 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,850,231 | 33,055 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,034,894 | 25,961 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,171,182 | 18,134 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $11,473,983 | 50,131 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $11,221,870 | 53,265 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $11,634,823 | 55,717 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $10,596,500 | 53,803 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $9,377,078 | 55,208 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||