Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,238
+$10,963 QoQ
Shares Held
43
+4200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#579
of 687 holders
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Colonial Trust Advisors holds $736,155 across 4 Insurance Brokers names. WTW ranks #4 (1.5% of the industry book) .
All Filings in WTW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,238 | 43 | Shares | Sole | 2026-08-11 | |
| 2024-03-31 | $275 | 1 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $241 | 1 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $208 | 1 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||