Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$176,451
-$86,097 QoQ
Shares Held
607
-24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Advisory Services Network, LLC holds $5,773,904 across 12 Insurance Brokers names. WTW ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
35,199 | $2,295,322 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,008 | $1,042,082 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,222 | $914,396 | |
| 4 | AON |
Aon plc
|
2,320 | $748,843 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
26,415 | $579,544 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
607 | $176,451 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
232 | $9,896 | |
| 8 | ERIE |
Erie Indemnity Co
|
15 | $3,769 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,451 | 607 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $262,548 | 799 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $383,100 | 1,109 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $338,067 | 1,103 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $270,694 | 801 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $249,335 | 796 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $478,315 | 1,624 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $425,713 | 1,624 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $443,575 | 1,613 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $394,601 | 1,636 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $341,020 | 1,632 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $381,274 | 1,619 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $464,062 | 1,997 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $538,318 | 2,201 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $448,093 | 2,230 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $455,179 | 2,306 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $543,775 | 2,302 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $515,114 | 2,169 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $471,660 | 2,029 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $517,774 | 2,251 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $384,289 | 1,679 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $353,310 | 1,677 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $426,827 | 2,044 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $412,806 | 2,096 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $322,713 | 1,900 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||