Position in WTW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,510,186
-$100,939 QoQ
Shares Held
5,195
+6.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CWM, LLC holds $44,012,306 across 15 Insurance Brokers names. WTW ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
134,815 | $23,383,661 | |
| 2 | AON |
Aon plc
|
29,527 | $9,530,725 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
26,731 | $5,789,399 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
114,948 | $2,521,959 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
5,195 | $1,510,186 | |
| 6 | BRO |
Brown & Brown, Inc.
|
8,239 | $537,265 | |
| 7 | CRVL |
Corvel Corp
|
6,942 | $379,380 | |
| 8 | ERIE |
Erie Indemnity Co
|
399 | $100,272 |
All Filings in WTW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,510,186 | 5,195 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,611,125 | 4,903 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,703,068 | 4,930 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,575,103 | 5,139 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,078,060 | 3,190 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $969,791 | 3,096 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $867,979 | 2,947 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $610,524 | 2,329 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $633,050 | 2,302 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $494,460 | 2,050 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $469,951 | 2,249 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $460,873 | 1,957 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $451,049 | 1,941 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $510,438 | 2,087 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $343,004 | 1,707 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $277,332 | 1,405 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $335,432 | 1,420 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $267,176 | 1,125 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $220,589 | 959 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $219,495 | 959 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $202,042 | 959 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $200,258 | 959 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $188,875 | 959 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $162,886 | 959 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||