Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$100,054,264
-$66,894,164 QoQ
Shares Held
382,807
-33.3% QoQ
Ownership
0.412%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#33
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)
Derivatives in WTW
reported options exposure · as of Jun 30, 2026CallValue
$6,429,702
CallShares
24,600
PutValue
$1,594,357
PutShares
6,100
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, 2026CITADEL ADVISORS LLC holds $286,131,173 across 14 Insurance Brokers names. WTW ranks #1 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
382,807 | $100,054,264 | |
| 2 | BRO |
Brown & Brown, Inc.
|
675,291 | $43,319,917 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
230,808 | $38,468,768 | |
| 4 | AON |
Aon plc
|
105,569 | $35,016,181 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
110,798 | $25,435,896 | |
| 6 | ARX |
Accelerant Holdings
|
1,747,985 | $20,486,384 | |
| 7 | ERIE |
Erie Indemnity Co
|
57,083 | $13,685,649 | |
| 8 | TWFG |
TWFG, Inc.
|
214,589 | $5,160,864 |
All Filings in WTW
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,429,702 | 24,600 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $100,054,264 | 382,807 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $1,594,357 | 6,100 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $1,220,940 | 4,200 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $3,401,190 | 11,700 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $166,948,428 | 574,298 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,010,352 | 21,334 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $2,037,320 | 6,200 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $7,590,660 | 23,100 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $6,956,671 | 20,138 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $2,798,145 | 8,100 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $14,716,170 | 42,600 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $7,447,950 | 24,300 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $26,975,371 | 88,011 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $2,421,350 | 7,900 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $7,232,130 | 21,400 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $127,759,969 | 378,044 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $13,315,230 | 39,400 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $4,260,064 | 13,600 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $21,039,077 | 67,166 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $2,067,384 | 6,600 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $161,327,334 | 547,745 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $1,148,667 | 3,900 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $5,507,711 | 18,700 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $13,500,210 | 51,500 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $124,255,932 | 474,006 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $6,763,212 | 25,800 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $22,110,000 | 80,400 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $15,427,500 | 56,100 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $76,363,925 | 277,687 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $33,792,120 | 140,100 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $17,004,600 | 70,500 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $83,291,907 | 345,323 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,701,760 | 56,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $32,388,800 | 155,000 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $82,151,369 | 393,144 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,160,550 | 94,100 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $7,488,900 | 31,800 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $8,072,469 | 34,278 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,667,455 | 71,725 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $23,888,664 | 102,800 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $10,689,480 | 46,000 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $16,191,196 | 66,200 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $5,503,294 | 22,501 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $13,916,602 | 56,900 | Put | Defined | 2023-02-14 | |
| 2022-09-30 | $6,249,234 | 31,100 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $5,264,628 | 26,200 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $25,340,944 | 126,112 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,822,677 | 14,300 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $6,277,002 | 31,800 | Put | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||