Position in WTW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$994,512
-$836,607 QoQ
Shares Held
3,805
-39.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#308
of 688 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $25,043,317 across 7 Insurance Brokers names. WTW ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
121,921 | $7,821,232 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
33,623 | $7,718,832 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
36,712 | $6,118,789 | |
| 4 | AON |
Aon plc
|
6,898 | $2,287,997 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
3,805 | $994,512 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
3,475 | $92,365 | |
| 7 | ERIE |
Erie Indemnity Co
|
40 | $9,590 |
All Filings in WTW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,512 | 3,805 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,831,119 | 6,299 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,188,546 | 3,617 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,006,295 | 2,913 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $778,203 | 2,539 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $874,614 | 2,588 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $753,655 | 2,406 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $291,584 | 990 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $261,353 | 997 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $264,000 | 960 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $219,492 | 910 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,044 | 5 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,177 | 5 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,478 | 58 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $198,843 | 813 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||