Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$175,902
-$97,937 QoQ
Shares Held
673
-28.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#498
of 677 holders
Holding Since
Sep 2021
20 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, 2026Allworth Financial LP holds $4,564,282 across 12 Insurance Brokers names. WTW ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
5,799 | $1,923,470 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,314 | $1,219,024 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
3,332 | $764,927 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,319 | $212,913 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
673 | $175,902 | |
| 6 | CRVL |
Corvel Corp
|
2,220 | $138,794 | |
| 7 | ERIE |
Erie Indemnity Co
|
402 | $96,379 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
241 | $11,688 |
All Filings in WTW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,902 | 673 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $273,839 | 942 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $234,291 | 713 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $216,251 | 626 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $163,977 | 535 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $148,022 | 438 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $140,958 | 450 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $108,092 | 367 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $130,545 | 498 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $116,875 | 425 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $73,807 | 306 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $66,240 | 317 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $23,785 | 101 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $23,470 | 101 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $23,968 | 98 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $19,692 | 98 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,357 | 93 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $28,110 | 119 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $12,824 | 54 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $12,552 | 54 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||