Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$960,272
-$36,828 QoQ
Shares Held
3,674
+7.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#313
of 687 holders
Holding Since
Mar 2020
26 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, 2026OSAIC HOLDINGS, INC. holds $29,618,537 across 16 Insurance Brokers names. WTW ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
59,245 | $9,874,362 | |
| 2 | AON |
Aon plc
|
22,547 | $7,478,613 | |
| 3 | BRO |
Brown & Brown, Inc.
|
86,823 | $5,569,693 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
21,922 | $5,032,631 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
3,674 | $960,272 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,891 | $453,367 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
2,123 | $66,874 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
2,087 | $55,471 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,272 | 3,674 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $997,100 | 3,430 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,090,294 | 3,318 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,993,936 | 5,772 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,259,714 | 4,110 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $517,061 | 1,530 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,954,170 | 11,310 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $2,836,615 | 9,631 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,493,735 | 9,513 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,454,100 | 8,924 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,143,526 | 4,741 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $969,362 | 4,639 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,234,489 | 5,242 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $1,750,978 | 7,535 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,113,010 | 12,728 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $2,231,234 | 11,104 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $957,338 | 4,850 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,078,576 | 4,566 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,013,604 | 4,268 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $844,987 | 3,635 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $441,176 | 1,918 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $455,238 | 1,989 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $685,338 | 3,253 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $921,728 | 4,414 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $692,078 | 3,514 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $656,635 | 3,866 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||