O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1423442
Stamford, CT
Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,810,771
-$1,220,939 QoQ
Shares Held
6,928
-33.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#262
of 692 holders
Holding Since
Mar 2020
25 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $36,103,838 across 7 Insurance Brokers names. WTW ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
82,790 | $13,798,609 | |
| 2 | AON |
Aon plc
|
30,078 | $9,976,571 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
32,026 | $7,352,208 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
6,928 | $1,810,771 | |
| 5 | CRD-A |
Crawford & Co
|
150,872 | $1,700,327 | |
| 6 | BRO |
Brown & Brown, Inc.
|
22,619 | $1,451,008 | |
| 7 | SLQT |
SelectQuote, Inc.
|
17,056 | $14,344 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,810,771 | 6,928 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,031,710 | 10,429 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,688,605 | 8,182 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,611,947 | 7,561 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,050,485 | 6,690 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,042,907 | 6,045 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,532,996 | 4,894 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,171,051 | 3,976 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $856,673 | 3,268 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $844,800 | 3,072 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $610,718 | 2,532 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $597,416 | 2,859 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $850,155 | 3,610 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,922,014 | 8,271 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,453,137 | 10,030 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,403,766 | 6,986 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,685,315 | 8,538 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $415,983 | 1,761 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $89,497 | 385 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $73,376 | 319 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $78,048 | 341 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $61,939 | 294 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $65,778 | 315 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $92,960 | 472 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,473 | 44 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||