Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,682
New position
Shares Held
148
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#538
of 687 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 99%
Shared 0%
None 1%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $147,052 across 5 Insurance Brokers names. WTW ranks #2 (26.3% of the industry book) .
All Filings in WTW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,682 | 148 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||