Position in WTW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,253,799
+$530,902 QoQ
Shares Held
23,927
+37.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#157
of 687 holders
Holding Since
Mar 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, 2026Swiss Life Asset Management Ltd holds $68,000,895 across 7 Insurance Brokers names. WTW ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
158,021 | $26,337,359 | |
| 2 | AON |
Aon plc
|
46,994 | $15,587,439 | |
| 3 | ERIE |
Erie Indemnity Co
|
39,732 | $9,525,747 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
33,659 | $7,727,096 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
23,927 | $6,253,799 | |
| 6 | BRO |
Brown & Brown, Inc.
|
35,638 | $2,286,177 | |
| 7 | CRVL |
Corvel Corp
|
4,531 | $283,278 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,253,799 | 23,927 | Principal | Defined | 2026-07-29 | |
| 2025-12-31 | $5,722,897 | 17,416 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,397,655 | 15,625 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $4,655,735 | 15,190 | Principal | Sole | 2025-12-02 | |
| 2025-03-31 | $5,352,452 | 15,838 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $3,708,761 | 11,840 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $2,284,963 | 7,758 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $1,025,753 | 3,913 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $399,300 | 1,452 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $1,097,942 | 4,552 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $274,364 | 1,313 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $2,319,675 | 9,850 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $2,360,515 | 10,158 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $3,963,173 | 16,204 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $3,358,712 | 16,715 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $3,223,773 | 16,332 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $4,692,982 | 19,867 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $5,261,353 | 22,154 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $1,901,290 | 8,179 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $1,870,062 | 8,130 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $1,928,771 | 8,427 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $1,811,426 | 8,598 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $1,795,434 | 8,598 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $1,609,868 | 8,174 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $1,508,097 | 8,879 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||