Cambridge Investment Research Advisors, Inc.
Position in WTW — Willis Towers Watson PLC
CIK 1419186
FAIRFIELD, IA
Position in WTW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$365,656
-$71,847 QoQ
Shares Held
1,399
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 216 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $15,917,510 across 7 Insurance Brokers names. WTW ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
21,967 | $5,042,964 | |
| 2 | BRO |
Brown & Brown, Inc.
|
61,955 | $3,974,413 | |
| 3 | AON |
Aon plc
|
8,820 | $2,925,505 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,829 | $2,471,549 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
30,823 | $819,275 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
1,399 | $365,656 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,327 | $318,148 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,656 | 1,399 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $437,503 | 1,505 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $426,851 | 1,299 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $586,919 | 1,699 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $417,453 | 1,362 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $419,395 | 1,241 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $429,765 | 1,372 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $435,904 | 1,480 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $370,665 | 1,414 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $406,450 | 1,478 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $400,874 | 1,662 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $386,576 | 1,850 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $436,381 | 1,853 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,100,577 | 17,646 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $913,017 | 3,733 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $281,516 | 1,401 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $372,474 | 1,887 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $479,526 | 2,030 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $456,218 | 1,921 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $447,253 | 1,924 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $381,143 | 1,657 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $386,349 | 1,688 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $362,158 | 1,719 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $366,896 | 1,757 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $338,754 | 1,720 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $298,766 | 1,759 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||