Position in WTW
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$10,174
+$5,574 QoQ
Shares Held
35
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $3,554,765 across 4 Insurance Brokers names. WTW ranks #2 (0.3% of the industry book) .
All Filings in WTW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,174 | 35 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,600 | 14 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,836 | 14 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,291 | 14 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,731 | 14 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||