Lester Murray Antman dba SimplyRich
Position in WTW — Willis Towers Watson PLC
CIK 1725888
CARLSBAD, CA
Position in WTW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$515,683
-$57,868 QoQ
Shares Held
1,973
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#387
of 687 holders
Holding Since
Sep 2022
16 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, 2026Lester Murray Antman dba SimplyRich holds $2,137,579 across 3 Insurance Brokers names. WTW ranks #3 (24.1% of the industry book) .
All Filings in WTW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,683 | 1,973 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $573,551 | 1,973 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $662,129 | 2,015 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $696,081 | 2,015 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $617,597 | 2,015 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $703,611 | 2,082 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $652,165 | 2,082 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $613,211 | 2,082 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $585,882 | 2,235 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $614,625 | 2,235 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $539,082 | 2,235 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $552,699 | 2,645 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,579,734 | 6,708 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,558,805 | 6,708 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,650,425 | 6,748 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,356,947 | 6,753 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||