Position in WTW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$425,510
+$251,672 QoQ
Shares Held
1,628
+172.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#407
of 687 holders
Holding Since
Dec 2021
10 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, 2026MATHER GROUP, LLC. holds $3,621,640 across 6 Insurance Brokers names. WTW ranks #5 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,811 | $932,380 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,461 | $794,541 | |
| 3 | ERIE |
Erie Indemnity Co
|
3,247 | $778,468 | |
| 4 | BRO |
Brown & Brown, Inc.
|
7,733 | $496,071 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
1,628 | $425,510 | |
| 6 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,168 | $194,670 |
All Filings in WTW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,510 | 1,628 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $173,838 | 598 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $208,003 | 633 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $216,251 | 626 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $242,648 | 718 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $211,750 | 676 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $179,074 | 608 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $139,196 | 531 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $136,125 | 495 | Shares | Sole | 2024-04-09 | |
| 2021-12-31 | $205,191 | 864 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||