Position in WTW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,590,176
+$30,854 QoQ
Shares Held
9,910
+12.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#230
of 687 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Baird Financial Group, Inc. holds $86,108,314 across 6 Insurance Brokers names. WTW ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
302,741 | $50,457,841 | |
| 2 | BRO |
Brown & Brown, Inc.
|
179,480 | $11,513,641 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
46,221 | $10,610,954 | |
| 4 | AON |
Aon plc
|
31,867 | $10,569,964 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
9,910 | $2,590,176 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
7,541 | $365,738 |
All Filings in WTW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,590,176 | 9,910 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,559,322 | 8,804 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,879,521 | 8,763 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,089,359 | 8,943 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,842,174 | 9,273 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,103,732 | 9,184 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,026,210 | 9,661 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,800,544 | 16,299 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,176,675 | 15,933 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,161,850 | 15,134 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,455,913 | 14,328 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,968,067 | 14,204 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,085,991 | 13,104 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,803,431 | 12,064 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,993,745 | 16,329 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,952,008 | 14,691 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,923,565 | 9,745 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $2,213,144 | 9,369 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||