Position in WTW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$187,402
-$558,191 QoQ
Shares Held
717
-68.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#497
of 677 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $16,251,532 across 13 Insurance Brokers names. WTW ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
20,140 | $6,680,236 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
30,312 | $5,052,101 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
9,978 | $2,290,649 | |
| 4 | BRO |
Brown & Brown, Inc.
|
19,270 | $1,236,170 | |
| 5 | CRVL |
Corvel Corp
|
5,824 | $364,116 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,169 | $280,267 | |
| 7 | WTW |
Willis Towers Watson PLC
This page
|
717 | $187,402 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
1,575 | $76,387 |
All Filings in WTW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,402 | 717 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $745,593 | 2,269 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,801,521 | 5,215 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $88,578 | 289 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $43,933 | 130 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,228 | 55 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $16,199 | 55 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $13,369 | 51 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,375 | 5 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,447 | 6 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,253 | 6 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,413 | 6 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,394 | 6 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,467 | 6 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $1,205 | 6 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,184 | 6 | Shares | Sole | 2022-08-22 | |
| No filing history on record for this holder in this stock. | ||||||