Position in WTW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,864,094
+$3,107,402 QoQ
Shares Held
14,784
+468.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#199
of 687 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 85%
Shared 8%
None 6%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Savant Capital, LLC holds $32,629,325 across 5 Insurance Brokers names. WTW ranks #4 (11.8% of the industry book) .
All Filings in WTW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,864,094 | 14,784 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $756,692 | 2,603 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $808,356 | 2,460 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $773,462 | 2,239 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $677,978 | 2,212 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $655,960 | 1,941 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $3,884,489 | 12,401 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,672,200 | 12,468 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,317,381 | 12,655 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,548,050 | 12,902 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,158,272 | 13,094 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,805,496 | 13,426 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,142,041 | 13,342 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $202,402 | 871 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||