Position in WTW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,918,910
-$3,079,753 QoQ
Shares Held
6,601
-56.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026HighTower Advisors, LLC holds $75,227,949 across 9 Insurance Brokers names. WTW ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
258,243 | $44,792,248 | |
| 2 | AON |
Aon plc
|
42,170 | $13,611,632 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
47,706 | $10,332,165 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
93,077 | $2,042,109 | |
| 5 | BRO |
Brown & Brown, Inc.
|
30,193 | $1,968,885 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
6,601 | $1,918,910 | |
| 7 | ERIE |
Erie Indemnity Co
|
924 | $232,210 | |
| 8 | CRVL |
Corvel Corp
|
4,028 | $220,130 |
All Filings in WTW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,918,910 | 6,601 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,998,663 | 15,212 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,844,634 | 28,498 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,980,406 | 9,724 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,650,873 | 10,803 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,504,215 | 11,187 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,243,364 | 11,012 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,951,958 | 11,261 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,060,200 | 11,128 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,593,382 | 10,752 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,176,109 | 10,414 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,337,573 | 9,926 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,709,550 | 11,660 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,804,354 | 11,466 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,835,586 | 9,135 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,917,249 | 9,713 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,328,886 | 22,559 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,988,477 | 21,005 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,904,355 | 12,494 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $478,901 | 2,082 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $7,240,389 | 31,634 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $5,702,665 | 27,309 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,063,978 | 25,712 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,347,990 | 25,599 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||