Dakota Wealth Management
Position in WTW — Willis Towers Watson PLC
CIK 1631353
PALM BEACH GARDENS, FL
Position in WTW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,691,068
-$1,026,128 QoQ
Shares Held
17,948
-8.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#189
of 687 holders
Holding Since
Sep 2021
20 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, 2026Dakota Wealth Management holds $5,317,742 across 3 Insurance Brokers names. WTW ranks #1 (88.2% of the industry book) .
All Filings in WTW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,691,068 | 17,948 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $5,717,196 | 19,667 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $7,284,076 | 22,167 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $8,088,711 | 23,415 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $7,354,774 | 23,996 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $8,314,583 | 24,603 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $7,869,841 | 25,124 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,549,982 | 25,634 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $6,736,473 | 25,698 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $7,111,225 | 25,859 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $6,351,278 | 26,332 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $5,554,156 | 26,580 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,277,252 | 26,655 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $6,237,543 | 26,842 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $6,651,597 | 27,196 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $5,522,031 | 27,481 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $5,389,338 | 27,303 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,420,931 | 27,182 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $409,432 | 1,724 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $262,679 | 1,130 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||