Position in WTW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,120,231
-$153,616 QoQ
Shares Held
4,286
-2.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 677 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $55,577,932 across 7 Insurance Brokers names. WTW ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
124,760 | $20,793,749 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
82,024 | $18,830,249 | |
| 3 | AON |
Aon plc
|
38,120 | $12,644,022 | |
| 4 | BRO |
Brown & Brown, Inc.
|
26,244 | $1,683,552 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
4,286 | $1,120,231 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,575 | $377,606 | |
| 7 | CRD-A |
Crawford & Co
|
11,404 | $128,523 |
All Filings in WTW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,231 | 4,286 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,273,847 | 4,382 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,594,367 | 4,852 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,797,721 | 5,204 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,982,245 | 9,730 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,278,120 | 6,741 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,291,212 | 10,507 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,517,053 | 8,546 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,016,118 | 7,691 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,950,025 | 7,091 | Shares | Sole | 2024-05-24 | |
| 2023-06-30 | $381,981 | 1,622 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $446,401 | 1,921 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $668,681 | 2,734 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $313,265 | 1,559 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $311,678 | 1,579 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $397,558 | 1,683 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $402,070 | 1,693 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $392,160 | 1,687 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||