Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,694,464
-$1,962,556 QoQ
Shares Held
14,135
-27.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#206
of 690 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $87,831,749 across 11 Insurance Brokers names. WTW ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
183,081 | $30,514,109 | |
| 2 | AON |
Aon plc
|
90,060 | $29,872,000 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
43,956 | $10,090,977 | |
| 4 | BRO |
Brown & Brown, Inc.
|
85,911 | $5,511,189 | |
| 5 | ERIE |
Erie Indemnity Co
|
18,987 | $4,552,132 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
14,135 | $3,694,464 | |
| 7 | CRVL |
Corvel Corp
|
26,904 | $1,682,037 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
37,144 | $987,285 |
All Filings in WTW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,694,464 | 14,135 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,657,020 | 19,460 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,762,893 | 35,797 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $6,800,528 | 19,686 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $6,086,170 | 19,857 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $6,580,900 | 19,473 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,379,270 | 17,173 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,926,014 | 16,725 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,509,926 | 5,760 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,168,925 | 7,887 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $950,086 | 3,939 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $345,619 | 1,654 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $784,686 | 3,332 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $827,505 | 3,561 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $955,329 | 3,906 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $692,841 | 3,448 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $667,178 | 3,380 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $637,321 | 2,698 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||