Position in WTW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$16,989
-$3,360 QoQ
Shares Held
65
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#562
of 687 holders
Holding Since
Dec 2020
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, 2026JFS WEALTH ADVISORS, LLC holds $524,975 across 7 Insurance Brokers names. WTW ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
974 | $323,066 | |
| 2 | ERIE |
Erie Indemnity Co
|
544 | $130,424 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
163 | $27,167 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
65 | $16,989 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
70 | $16,069 | |
| 6 | BRO |
Brown & Brown, Inc.
|
158 | $10,135 | |
| 7 | CRVL |
Corvel Corp
|
18 | $1,125 |
All Filings in WTW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,989 | 65 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $20,349 | 70 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $23,987 | 73 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $18,308 | 53 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,244 | 53 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,911 | 53 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $16,601 | 53 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,610 | 53 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $13,369 | 51 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $14,300 | 52 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,748 | 57 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,821 | 47 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $11,539 | 49 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $12,316 | 53 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $13,941 | 57 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,047 | 50 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,526 | 28 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $17,716 | 75 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,799 | 16 | Shares | Sole | 2022-02-03 | |
| 2020-12-31 | $5,899 | 28 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||