Position in WTW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$236,800
New position
Shares Held
906
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#487
of 687 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $3,367,118 across 6 Insurance Brokers names. WTW ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
3,842 | $882,007 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,388 | $731,347 | |
| 3 | BRO |
Brown & Brown, Inc.
|
9,679 | $620,907 | |
| 4 | AON |
Aon plc
|
1,352 | $448,444 | |
| 5 | ERIE |
Erie Indemnity Co
|
1,867 | $447,613 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
906 | $236,800 |
All Filings in WTW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,800 | 906 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||