Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,053,787
-$144,945 QoQ
Shares Held
3,625
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 21.848275862068967.ToString("F0")%
Shared 0.ToString("F0")%
None 78.15172413793104.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $64,751,948 across 8 Insurance Brokers names. WTW ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
442,729 | $28,870,358 | |
| 2 | AON |
Aon plc
|
38,482 | $12,421,219 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
61,566 | $10,678,622 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
39,193 | $8,488,419 | |
| 5 | SLQT |
SelectQuote, Inc.
|
2,287,226 | $1,440,952 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
59,046 | $1,295,469 | |
| 7 | WTW |
Willis Towers Watson PLC
This page
|
3,625 | $1,053,787 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,002 | $503,122 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,053,787 | 3,625 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,198,732 | 3,648 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,261,928 | 3,653 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,121,177 | 3,658 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $883,739 | 2,615 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $702,284 | 2,242 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $527,797 | 1,792 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $488,104 | 1,862 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $525,525 | 1,911 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,856,049 | 11,841 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,668,837 | 12,772 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,682,109 | 11,389 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,856,647 | 12,293 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,040,129 | 12,430 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,585,896 | 12,869 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $2,811,820 | 14,245 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $3,700,858 | 15,667 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $710,570 | 2,992 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $667,392 | 2,871 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $656,477 | 2,854 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $648,417 | 2,833 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $547,346 | 2,598 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $542,514 | 2,598 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $460,469 | 2,338 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $175,794 | 1,035 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||