Position in WTW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,488
+$256 QoQ
Shares Held
21
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#606
of 687 holders
Holding Since
Jun 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 Jun 30, 2026Asset Dedication, LLC holds $123,330 across 6 Insurance Brokers names. WTW ranks #4 (4.4% of the industry book) .
All Filings in WTW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,488 | 21 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,232 | 18 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $5,914 | 18 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,218 | 18 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $5,517 | 18 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||