Position in WTW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$800,837
-$78,821 QoQ
Shares Held
3,064
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#334
of 690 holders
Holding Since
Mar 2020
26 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, 2026Crossmark Global Holdings, Inc. holds $9,521,591 across 5 Insurance Brokers names. WTW ranks #4 (8.4% of the industry book) .
All Filings in WTW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,837 | 3,064 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $879,658 | 3,026 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,008,802 | 3,070 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $449,430 | 1,301 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $422,970 | 1,380 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $839,467 | 2,484 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $839,169 | 2,679 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,459,101 | 4,954 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,459,857 | 5,569 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,631,575 | 5,933 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,461,189 | 6,058 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,227,430 | 5,874 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,354 | 6,476 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,643,485 | 15,679 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,549,658 | 6,336 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,156,007 | 5,753 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,249,477 | 6,330 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,537,791 | 6,510 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,574,558 | 6,630 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,587,701 | 6,830 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,638,892 | 7,125 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,598,269 | 6,983 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,565,984 | 7,433 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,675,154 | 8,022 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,689,831 | 8,580 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,488,735 | 8,765 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||