Position in WTW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,615,742
+$987,083 QoQ
Shares Held
19,318
+37.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.6211823170100425.ToString("F0")%
Shared 0.ToString("F0")%
None 99.37881768298996.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Creative Planning holds $92,147,893 across 11 Insurance Brokers names. WTW ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
170,951 | $29,651,450 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
94,112 | $20,382,776 | |
| 3 | AON |
Aon plc
|
49,764 | $16,062,823 | |
| 4 | BRO |
Brown & Brown, Inc.
|
177,258 | $11,558,994 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
19,318 | $5,615,742 | |
| 6 | CRVL |
Corvel Corp
|
81,629 | $4,461,024 | |
| 7 | ERIE |
Erie Indemnity Co
|
9,385 | $2,358,544 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
55,233 | $1,211,812 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,615,742 | 19,318 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,628,659 | 14,086 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,280,125 | 12,390 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,801,213 | 12,402 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,159,488 | 12,308 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,924,270 | 12,528 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,968,496 | 13,474 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,446,353 | 13,147 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,603,600 | 13,104 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,430,587 | 14,223 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,089,472 | 14,785 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,461,614 | 14,699 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,371,601 | 14,509 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,597,282 | 14,708 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,912,223 | 14,493 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,345,365 | 16,948 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,953,141 | 16,735 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,919,297 | 16,503 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,142,902 | 17,822 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,260,889 | 18,524 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,313,014 | 18,844 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,963,733 | 18,814 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,216,493 | 20,192 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,939,000 | 20,000 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,515,045 | 20,695 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||