Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,514,916
-$1,290,418 QoQ
Shares Held
44,056
+0.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#117
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $604,503,859 across 7 Insurance Brokers names. WTW ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,691,729 | $561,129,591 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
117,667 | $19,611,558 | |
| 3 | WTW |
Willis Towers Watson PLC
This page
|
44,056 | $11,514,916 | |
| 4 | BRO |
Brown & Brown, Inc.
|
127,089 | $8,152,759 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
14,318 | $3,286,982 | |
| 6 | CRVL |
Corvel Corp
|
6,954 | $434,763 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,557 | $373,290 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,514,916 | 44,056 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,805,334 | 44,050 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,188,734 | 9,704 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,310,792 | 9,584 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,689,537 | 8,775 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $2,500,829 | 7,400 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,268,170 | 7,241 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,191,891 | 7,442 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,984,923 | 7,572 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $2,198,350 | 7,994 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $2,022,702 | 8,386 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $1,345,910 | 6,441 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,009,219 | 12,778 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,089,491 | 13,295 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,855,069 | 15,762 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,594,414 | 17,888 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $7,683,010 | 38,923 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $9,407,697 | 39,826 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $13,916,913 | 58,600 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $11,451,909 | 49,264 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,954,091 | 34,580 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $23,327,220 | 101,919 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $23,347,768 | 110,821 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $55,550,295 | 266,020 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $51,813,211 | 263,078 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $63,912,855 | 376,290 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||