Position in WTW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,642,449
-$132,565 QoQ
Shares Held
6,284
+2.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#270
of 687 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $10,556,577 across 4 Insurance Brokers names. WTW ranks #3 (15.6% of the industry book) .
All Filings in WTW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,642,449 | 6,284 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,775,014 | 6,106 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,026,147 | 6,166 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,304,464 | 4,256 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,429,190 | 4,229 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,395,797 | 4,456 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,365,735 | 4,637 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $330,820 | 1,262 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $264,275 | 961 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $239,994 | 995 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $207,079 | 991 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $229,186 | 184,563 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||