SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in WTW — Willis Towers Watson PLC
CIK 1531593
NEW YORK, NY
Position in WTW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,579
+$2,928 QoQ
Shares Held
29
+81.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#591
of 687 holders
Holding Since
Jun 2021
12 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, 2026SUMMIT SECURITIES GROUP LLC holds $62,404 across 6 Insurance Brokers names. WTW ranks #4 (12.1% of the industry book) .
All Filings in WTW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,579 | 29 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,651 | 16 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,989 | 143 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $58,035 | 168 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,229 | 66 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $32,499 | 138 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $49,032 | 211 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,659 | 109 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $27,729 | 138 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $46,189 | 234 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $11,811 | 50 | Shares | Sole | 2022-05-11 | |
| 2021-06-30 | $248,421 | 1,080 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||