Position in WTW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$24,830
-$1,333 QoQ
Shares Held
95
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#555
of 687 holders
Holding Since
Jun 2022
11 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, 2026Crewe Advisors LLC holds $48,366 across 5 Insurance Brokers names. WTW ranks #1 (51.3% of the industry book) .
All Filings in WTW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,830 | 95 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $26,163 | 90 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $30,888 | 94 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $31,090 | 90 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $27,585 | 90 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $31,767 | 94 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $26,507 | 90 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,592 | 90 | Shares | Sole | 2024-07-29 | |
| 2022-12-31 | $4,402 | 18 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $12,056 | 60 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,487 | 43 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||