Position in WTW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,920
+$2,758 QoQ
Shares Held
15
+275.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#609
of 677 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $235,168 across 9 Insurance Brokers names. WTW ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,013 | $168,836 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
163 | $37,419 | |
| 3 | BRO |
Brown & Brown, Inc.
|
191 | $12,252 | |
| 4 | AON |
Aon plc
|
27 | $8,955 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
15 | $3,920 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
44 | $2,134 | |
| 7 | ERIE |
Erie Indemnity Co
|
3 | $719 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
20 | $531 |
All Filings in WTW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,920 | 15 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,162 | 4 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,314 | 4 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,418 | 7 | Shares | Sole | 2025-10-27 | |
| 2023-12-31 | $36,180 | 150 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $31,344 | 150 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $38,622 | 164 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $38,110 | 164 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $37,420 | 153 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $30,141 | 150 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $29,608 | 150 | Shares | Sole | 2022-07-22 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||