Position in WTW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$66,387
+$17,550 QoQ
Shares Held
254
+51.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#528
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $3,645,442 across 7 Insurance Brokers names. WTW ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
7,254 | $1,665,300 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,981 | $1,163,523 | |
| 3 | AON |
Aon plc
|
2,197 | $728,722 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
254 | $66,387 | |
| 5 | BRO |
Brown & Brown, Inc.
|
238 | $15,267 | |
| 6 | ERIE |
Erie Indemnity Co
|
25 | $5,993 | |
| 7 | CRVL |
Corvel Corp
|
4 | $250 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,387 | 254 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $48,837 | 168 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $993,357 | 3,023 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,001,114 | 2,898 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $840,729 | 2,743 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $928,348 | 2,747 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $831,025 | 2,653 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $791,402 | 2,687 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $702,010 | 2,678 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $792,550 | 2,882 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $653,410 | 2,709 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $568,789 | 2,722 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $638,440 | 2,711 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $629,285 | 2,708 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $674,307 | 2,757 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $536,710 | 2,671 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $363,987 | 1,844 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $473,621 | 2,005 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $386,633 | 1,628 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $83,453 | 359 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $87,637 | 381 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,351,078 | 5,903 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,849,770 | 8,780 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,934,299 | 9,263 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,940,548 | 9,853 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $2,122,105 | 12,494 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||