Position in WTW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,136
-$30,003 QoQ
Shares Held
12
-89.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#625
of 687 holders
Holding Since
Dec 2023
8 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, 2026Johnson Financial Group, Inc. holds $92,565 across 5 Insurance Brokers names. WTW ranks #4 (3.4% of the industry book) .
All Filings in WTW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,136 | 12 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $33,139 | 114 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $84,121 | 256 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $89,471 | 259 | Shares | Defined | 2025-11-13 | |
| 2024-09-30 | $99,551 | 338 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $62,389 | 238 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $67,375 | 245 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $156,297 | 648 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||