Position in WTW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$865,393
+$207,831 QoQ
Shares Held
3,311
+46.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#40
of 152 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $12,703,947 across 8 Insurance Brokers names. WTW ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
14,058 | $4,662,893 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,951 | $3,325,229 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
9,034 | $2,073,928 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
3,311 | $865,393 | |
| 5 | ERIE |
Erie Indemnity Co
|
3,301 | $791,412 | |
| 6 | BRO |
Brown & Brown, Inc.
|
11,099 | $711,997 | |
| 7 | CRVL |
Corvel Corp
|
4,124 | $257,831 | |
| 8 | SLQT |
SelectQuote, Inc.
|
18,151 | $15,264 |
All Filings in WTW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,393 | 3,311 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $657,562 | 2,262 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $724,233 | 2,204 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $684,334 | 1,981 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $613,000 | 2,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $367,351 | 1,087 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||