Position in WTW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$91,479
-$10,266 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#521
of 687 holders
Holding Since
Mar 2020
26 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, 2026JNBA Financial Advisors holds $91,479 across 1 Insurance Brokers name. WTW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
350 | $91,479 |
All Filings in WTW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,479 | 350 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $101,745 | 350 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $123,225 | 375 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $129,543 | 375 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $114,937 | 375 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $126,731 | 375 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $156,620 | 500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $147,265 | 500 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $150,730 | 575 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $178,750 | 650 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $178,488 | 740 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $161,944 | 775 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $182,512 | 775 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $185,904 | 800 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $220,122 | 900 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $180,846 | 900 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $177,651 | 900 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $230,314 | 975 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $261,239 | 1,100 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $273,372 | 1,176 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $270,503 | 1,176 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $269,162 | 1,176 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $247,759 | 1,176 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $245,572 | 1,176 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $231,613 | 1,176 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $203,820 | 1,200 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||