Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$849,191
-$82,793 QoQ
Shares Held
3,249
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#326
of 687 holders
Holding Since
Dec 2021
18 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, 2026Horizon Investments, LLC holds $16,472,873 across 7 Insurance Brokers names. WTW ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
51,161 | $8,527,003 | |
| 2 | AON |
Aon plc
|
10,460 | $3,469,477 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,761 | $1,092,982 | |
| 4 | CRVL |
Corvel Corp
|
15,648 | $978,312 | |
| 5 | ERIE |
Erie Indemnity Co
|
3,673 | $880,601 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
3,249 | $849,191 | |
| 7 | BRO |
Brown & Brown, Inc.
|
10,527 | $675,307 |
All Filings in WTW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,191 | 3,249 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $931,984 | 3,206 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,031,146 | 3,138 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,028,750 | 2,978 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $889,463 | 2,902 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $484,282 | 1,433 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $434,777 | 1,388 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $405,567 | 1,377 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $375,908 | 1,434 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $392,975 | 1,429 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $349,498 | 1,449 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $299,648 | 1,434 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $343,359 | 1,458 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $314,177 | 1,352 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $450,760 | 1,843 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $227,865 | 1,134 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $252,046 | 1,067 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $216,590 | 912 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||