Position in WTW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$976,739
-$394,202 QoQ
Shares Held
3,737
-20.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#54
of 216 holders
Holding Since
Mar 2023
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, 2026Atria Investments, Inc holds $21,127,381 across 8 Insurance Brokers names. WTW ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
55,681 | $9,280,352 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
20,780 | $4,770,464 | |
| 3 | AON |
Aon plc
|
8,294 | $2,751,036 | |
| 4 | BRO |
Brown & Brown, Inc.
|
27,275 | $1,749,691 | |
| 5 | WTW |
Willis Towers Watson PLC
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|
3,737 | $976,739 | |
| 6 | CRVL |
Corvel Corp
|
14,380 | $899,037 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
8,935 | $433,347 | |
| 8 | CRD-A |
Crawford & Co
|
23,666 | $266,715 |
All Filings in WTW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,739 | 3,737 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,370,941 | 4,716 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,258,866 | 3,831 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,121,676 | 3,247 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,491,735 | 4,867 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $876,980 | 2,595 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $872,686 | 2,786 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $899,200 | 3,053 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $868,207 | 3,312 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $1,468,176 | 6,318 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||