Position in WTW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$61,421
-$20,265 QoQ
Shares Held
235
-16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#532
of 690 holders
Holding Since
Sep 2022
16 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, 2026DT Investment Partners, LLC holds $126,821 across 6 Insurance Brokers names. WTW ranks #1 (48.4% of the industry book) .
All Filings in WTW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,421 | 235 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $81,686 | 281 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $92,336 | 281 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $97,071 | 281 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $86,126 | 281 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $94,963 | 281 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $88,020 | 281 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $132,833 | 451 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $109,574 | 418 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $68,200 | 248 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $59,817 | 248 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $13,582 | 65 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $15,307 | 65 | Shares | Sole | 2023-08-28 | |
| 2023-03-31 | $15,104 | 65 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $15,897 | 65 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,061 | 65 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||