Position in WTW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$799,792
+$26,530 QoQ
Shares Held
3,060
+15.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#334
of 687 holders
Holding Since
Sep 2024
8 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, 2026BENJAMIN EDWARDS INC holds $44,502,670 across 6 Insurance Brokers names. WTW ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
132,485 | $30,414,580 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
40,011 | $6,668,632 | |
| 3 | BRO |
Brown & Brown, Inc.
|
95,538 | $6,128,762 | |
| 4 | WTW |
Willis Towers Watson PLC
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|
3,060 | $799,792 | |
| 5 | AON |
Aon plc
|
835 | $276,961 | |
| 6 | CRVL |
Corvel Corp
|
3,422 | $213,943 |
All Filings in WTW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,792 | 3,060 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $773,262 | 2,660 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,349,560 | 4,107 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,158,293 | 3,353 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $591,238 | 1,929 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $451,163 | 1,335 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $462,029 | 1,475 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $413,225 | 1,403 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||