Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,022,531
+$4,645,560 QoQ
Shares Held
126,344
+29.4% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#71
of 690 holders
Holding Since
Jun 2020
21 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, 2026Gotham Asset Management, LLC holds $214,317,159 across 8 Insurance Brokers names. WTW ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
1,218,762 | $78,183,582 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
227,886 | $52,315,789 | |
| 3 | WTW |
Willis Towers Watson PLC
This page
|
126,344 | $33,022,531 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
158,084 | $26,347,860 | |
| 5 | AON |
Aon plc
|
51,801 | $17,181,873 | |
| 6 | ERIE |
Erie Indemnity Co
|
27,671 | $6,634,122 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
7,464 | $362,004 | |
| 8 | CRVL |
Corvel Corp
|
4,309 | $269,398 |
All Filings in WTW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,022,531 | 126,344 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,376,971 | 97,616 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,789,398 | 111,958 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,897,894 | 95,232 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,759,464 | 74,256 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,079,987 | 53,499 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,590,719 | 46,580 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,490,734 | 55,990 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,690,261 | 52,225 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,188,100 | 40,684 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,995,780 | 33,150 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,878,589 | 23,347 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,977,193 | 42,366 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,031,052 | 34,560 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,340,875 | 9,571 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,288,907 | 11,391 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,849,522 | 14,436 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,519,698 | 6,399 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $667,160 | 2,870 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,289,849 | 9,955 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $2,983,595 | 15,149 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||