Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,753,259
+$614,096 QoQ
Shares Held
26,671
+22.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 79.42632170978628.ToString("F0")%
Shared 0.ToString("F0")%
None 20.573678290213724.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $576,103,078 across 6 Insurance Brokers names. WTW ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
1,379,397 | $298,749,802 | |
| 2 | AON |
Aon plc
|
630,805 | $203,611,237 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
214,552 | $37,214,044 | |
| 4 | ERIE |
Erie Indemnity Co
|
114,445 | $28,761,172 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
26,671 | $7,753,259 | |
| 6 | EHTH |
eHealth, Inc.
|
10,515 | $13,564 |
All Filings in WTW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,753,259 | 26,671 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,139,163 | 21,726 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $258,396 | 748 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $523,502 | 1,708 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $592,088 | 1,752 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $621,468 | 1,984 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $448,863 | 1,524 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||