Position in WTW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,659
-$12,329 QoQ
Shares Held
14
-74.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#613
of 677 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Grove Bank & Trust holds $683,591 across 5 Insurance Brokers names. WTW ranks #4 (0.5% of the industry book) .
All Filings in WTW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,659 | 14 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $15,988 | 55 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $16,758 | 51 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,454 | 10 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $3,065 | 10 | Shares | Sole | 2025-07-11 | |
| 2023-03-31 | $4,415 | 19 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||