Position in WTW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$294,563
-$331,314 QoQ
Shares Held
1,127
-47.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#455
of 687 holders
Holding Since
Jun 2021
21 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, 2026Vontobel Holding Ltd. holds $190,415,155 across 5 Insurance Brokers names. WTW ranks #5 (0.2% of the industry book) .
All Filings in WTW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,563 | 1,127 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $625,877 | 2,153 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $357,516 | 1,088 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $871,915 | 2,524 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $781,268 | 2,549 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $911,450 | 2,697 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $1,003,307 | 3,203 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $385,833 | 1,310 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $328,985 | 1,255 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $407,825 | 1,483 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $357,699 | 1,483 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $353,350 | 1,691 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $2,576,605 | 10,941 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $4,980,135 | 21,431 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $5,294,178 | 21,646 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,004,331 | 19,928 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $3,955,497 | 20,039 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $5,206,052 | 22,039 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,176,568 | 21,797 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,187,620 | 26,618 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $480,971 | 2,091 | Shares | Defined | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||