Position in WTW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,503,927
-$849,604 QoQ
Shares Held
17,232
-6.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#192
of 687 holders
Holding Since
Jun 2020
25 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, 2026XPONANCE LLC holds $46,546,793 across 7 Insurance Brokers names. WTW ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
87,288 | $14,548,290 | |
| 2 | AON |
Aon plc
|
38,679 | $12,829,437 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
45,526 | $10,451,403 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
17,232 | $4,503,927 | |
| 5 | BRO |
Brown & Brown, Inc.
|
52,486 | $3,366,976 | |
| 6 | ERIE |
Erie Indemnity Co
|
2,460 | $589,785 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
9,668 | $256,975 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,503,927 | 17,232 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,353,531 | 18,416 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,148,434 | 18,711 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,632,795 | 24,990 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,018,653 | 26,162 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,817,477 | 14,255 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,494,994 | 14,350 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,317,220 | 14,658 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,783,466 | 14,433 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,413,750 | 16,050 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,610,281 | 14,968 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,233,864 | 15,476 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,578,893 | 15,197 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,118,074 | 13,418 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3,201,063 | 13,088 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,262,785 | 11,261 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,908,563 | 9,669 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,862,594 | 7,885 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,860,971 | 7,836 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,516,801 | 6,525 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,639,352 | 7,127 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,256,093 | 5,488 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,176,647 | 5,585 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,096,096 | 5,249 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,032,411 | 5,242 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||