Parkside Financial Bank & Trust
BankPosition in WTW — Willis Towers Watson PLC
CIK 1455267
SAINT LOUIS, MO
Position in WTW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$66,569
-$20,509 QoQ
Shares Held
229
-13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Parkside Financial Bank & Trust holds $2,209,826 across 9 Insurance Brokers names. WTW ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
4,526 | $1,460,901 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,415 | $245,431 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
773 | $167,416 | |
| 4 | CRVL |
Corvel Corp
|
2,802 | $153,128 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
229 | $66,569 | |
| 6 | BRO |
Brown & Brown, Inc.
|
924 | $60,253 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
2,138 | $46,907 | |
| 8 | ERIE |
Erie Indemnity Co
|
35 | $8,795 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,569 | 229 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $87,078 | 265 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $85,325 | 247 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $75,092 | 245 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $85,500 | 253 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $76,741 | 245 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $72,157 | 245 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $64,746 | 247 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $70,400 | 256 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $60,057 | 249 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $43,463 | 208 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $51,338 | 218 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $51,354 | 221 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $53,562 | 219 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $42,196 | 210 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $48,360 | 245 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $86,456 | 366 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $247,939 | 1,044 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $41,842 | 180 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $42,553 | 185 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $40,282 | 176 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $36,236 | 172 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $38,004 | 182 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $34,466 | 175 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $25,987 | 153 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||