Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,200,996
-$3,049,336 QoQ
Shares Held
8,421
-53.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#246
of 690 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Derivatives in WTW
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$3,310,200
PutShares
10,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Interval Partners, LP holds $30,986,670 across 5 Insurance Brokers names. WTW ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
58,066 | $13,330,211 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
47,762 | $7,960,492 | |
| 3 | BRO |
Brown & Brown, Inc.
|
108,432 | $6,955,912 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
8,421 | $2,200,996 | |
| 5 | NP |
Neptune Insurance Holdings Inc.
|
17,113 | $539,059 |
All Filings in WTW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,200,996 | 8,421 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,250,332 | 18,061 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,180,238 | 21,851 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,011,710 | 11,613 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,310,200 | 10,800 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $5,531,405 | 18,047 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,500,444 | 31,071 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,336,006 | 10,650 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,819,842 | 23,155 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,413,983 | 5,394 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,817,525 | 24,791 | Shares | Sole | 2024-05-15 | |
| 2022-06-30 | $2,929,464 | 14,841 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,112,590 | 17,410 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,888,327 | 24,794 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,741,475 | 89,226 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,096,981 | 52,591 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,377,190 | 45,339 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $1,217,938 | 6,184 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,910,116 | 23,021 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||