Position in WTW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$172,242
+$8,288 QoQ
Shares Held
659
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#508
of 692 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, 2026Parallel Advisors, LLC holds $3,493,934 across 14 Insurance Brokers names. WTW ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
4,238 | $972,917 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
5,801 | $966,852 | |
| 3 | AON |
Aon plc
|
1,797 | $596,046 | |
| 4 | ERIE |
Erie Indemnity Co
|
1,355 | $324,861 | |
| 5 | BRO |
Brown & Brown, Inc.
|
4,450 | $285,467 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
659 | $172,242 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
3,046 | $115,016 | |
| 8 | CRVL |
Corvel Corp
|
295 | $18,443 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,242 | 659 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $163,954 | 564 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $221,805 | 675 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $175,143 | 507 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $155,702 | 508 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $177,423 | 525 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $163,511 | 522 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $148,737 | 505 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $129,759 | 495 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $135,575 | 493 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $119,635 | 496 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $105,106 | 503 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $218,544 | 928 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $209,606 | 902 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $232,106 | 949 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $206,365 | 1,027 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $254,633 | 1,290 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $190,865 | 808 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $158,643 | 668 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $143,660 | 618 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $124,210 | 540 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $110,549 | 483 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $87,010 | 413 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $134,271 | 643 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $138,061 | 701 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $112,950 | 665 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||