Position in WTW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$42,864
-$60,043 QoQ
Shares Held
164
-53.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 193 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $2,398,711 across 13 Insurance Brokers names. WTW ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
7,848 | $1,308,026 | |
| 2 | AON |
Aon plc
|
1,592 | $528,050 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
1,440 | $330,580 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
2,811 | $74,716 | |
| 5 | CRVL |
Corvel Corp
|
973 | $60,831 | |
| 6 | BRO |
Brown & Brown, Inc.
|
681 | $43,686 | |
| 7 | WTW |
Willis Towers Watson PLC
This page
|
164 | $42,864 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
70 | $3,395 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,864 | 164 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $102,907 | 354 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $118,296 | 360 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $261,851 | 758 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $224,971 | 734 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $169,312 | 501 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $155,680 | 497 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $149,915 | 509 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $133,429 | 509 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $17,875 | 65 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $10,130 | 42 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $54,956 | 263 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $58,639 | 249 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $56,468 | 243 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $86,581 | 354 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $118,353 | 589 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $81,324 | 412 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $97,322 | 412 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $76,946 | 324 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $75,317 | 324 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $74,986 | 326 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $74,157 | 324 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $72,684 | 345 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $73,087 | 350 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $66,766 | 339 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $60,636 | 357 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||