Position in WTW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$238,369
-$445,648 QoQ
Shares Held
912
-61.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#478
of 677 holders
Holding Since
Jun 2023
12 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, 2026Integrated Wealth Concepts LLC holds $10,064,233 across 14 Insurance Brokers names. WTW ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
16,633 | $5,516,999 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
12,611 | $2,101,875 | |
| 3 | BRO |
Brown & Brown, Inc.
|
12,878 | $826,123 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3,498 | $803,035 | |
| 5 | CRVL |
Corvel Corp
|
5,314 | $332,231 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
912 | $238,369 | |
| 7 | ERIE |
Erie Indemnity Co
|
324 | $77,679 | |
| 8 | TWFG |
TWFG, Inc.
|
2,975 | $71,548 |
All Filings in WTW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,369 | 912 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $684,017 | 2,353 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $594,519 | 1,721 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $633,842 | 2,068 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $519,429 | 1,537 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $632,118 | 2,018 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $591,121 | 2,007 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $556,785 | 2,124 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $584,925 | 2,127 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $428,371 | 1,776 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $384,277 | 1,839 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $418,483 | 1,777 | Shares | Other | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||