Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$72,424,319
-$9,509,474 QoQ
Shares Held
277,095
-1.7% QoQ
Ownership
0.298%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 690 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Derivatives in WTW
reported options exposure · as of Jun 30, 2025CallValue
$55,568,450
CallShares
181,300
PutValue
$0
PutShares
0
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, 2026UBS Group AG holds $1,404,409,759 across 20 Insurance Brokers names. WTW ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,603,522 | $600,599,008 | |
| 2 | AON |
Aon plc
|
822,267 | $272,737,738 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,064,498 | $244,376,803 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,691,851 | $108,532,239 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
277,095 | $72,424,319 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
1,641,349 | $43,627,056 | |
| 7 | ERIE |
Erie Indemnity Co
|
120,677 | $28,932,309 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
417,412 | $7,571,853 |
All Filings in WTW
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,424,319 | 277,095 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $81,933,793 | 281,850 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $101,050,085 | 307,517 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $101,156,048 | 292,824 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $85,162,557 | 277,855 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $55,568,450 | 181,300 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $104,110,227 | 308,064 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $61,270,335 | 181,300 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $111,267,859 | 355,216 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $88,563,988 | 300,696 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,804,898 | 10,700 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $69,201,812 | 263,988 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $69,875,025 | 254,091 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $41,816,118 | 173,367 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $27,536,747 | 131,780 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $48,398,311 | 205,513 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $36,038,418 | 155,084 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $48,003,469 | 196,269 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $24,796,999 | 123,405 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $45,124,537 | 228,606 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $195,840,787 | 829,061 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $585,895,902 | 2,467,034 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $618,762,956 | 2,661,804 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $4,649,200 | 20,000 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $4,600,400 | 20,000 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $193,836,933 | 842,696 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $268,660,716 | 1,173,806 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $354,793,756 | 1,684,041 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $284,952,012 | 1,364,582 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $156,469,880 | 794,465 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $57,349,851 | 337,650 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||