Position in WTW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$671,459
+$159,246 QoQ
Shares Held
2,569
+45.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#352
of 687 holders
Holding Since
Dec 2023
10 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, 2026Caprock Group, LLC holds $12,608,889 across 4 Insurance Brokers names. WTW ranks #4 (5.3% of the industry book) .
All Filings in WTW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,459 | 2,569 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $512,213 | 1,762 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $675,930 | 2,057 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $513,338 | 1,486 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $557,955 | 1,651 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $458,583 | 1,464 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $370,518 | 1,258 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $268,693 | 1,025 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $242,275 | 881 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $306,324 | 1,270 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||