Position in WTW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,172,505
-$131,575 QoQ
Shares Held
4,486
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#294
of 687 holders
Holding Since
Mar 2020
26 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, 2026SRH ADVISORS, LLC holds $1,186,536 across 3 Insurance Brokers names. WTW ranks #1 (98.8% of the industry book) .
All Filings in WTW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,172,505 | 4,486 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,304,080 | 4,486 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,474,099 | 4,486 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,549,688 | 4,486 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,374,959 | 4,486 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,516,043 | 4,486 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,405,194 | 4,486 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,321,261 | 4,486 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,175,960 | 4,486 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,233,650 | 4,486 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,082,023 | 4,486 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $937,394 | 4,486 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,056,453 | 4,486 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,042,456 | 4,486 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,097,185 | 4,486 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $901,416 | 4,486 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $885,491 | 4,486 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,059,682 | 4,486 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,065,380 | 4,486 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,042,815 | 4,486 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,031,869 | 4,486 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,026,755 | 4,486 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $945,110 | 4,486 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $936,766 | 4,486 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $883,517 | 4,486 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $761,947 | 4,486 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||