HARBOR INVESTMENT ADVISORY, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1468792
LUTHERVILLE, MD
Position in WTW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$14,898
-$1,671 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#567
of 687 holders
Holding Since
Mar 2020
26 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $264,805 across 4 Insurance Brokers names. WTW ranks #4 (5.6% of the industry book) .
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,898 | 57 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $16,569 | 57 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $34,503 | 105 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $32,126 | 93 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $28,504 | 93 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $31,429 | 93 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $29,131 | 93 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $27,391 | 93 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $24,641 | 94 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $25,575 | 93 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $22,431 | 93 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $19,433 | 93 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $22,372 | 95 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $21,611 | 93 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $22,745 | 93 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $18,687 | 93 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $18,357 | 93 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $21,968 | 93 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $22,086 | 93 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $21,618 | 93 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $21,391 | 93 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $21,285 | 93 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $19,593 | 93 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $19,420 | 93 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $20,088 | 102 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $7,303 | 43 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||