Rockefeller Capital Management L.P.
Position in WTW — Willis Towers Watson PLC
CIK 1739439
NEW YORK, NY
Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,359,129
-$897,313 QoQ
Shares Held
20,504
-4.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#172
of 690 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $47,747,961 across 11 Insurance Brokers names. WTW ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
71,572 | $11,928,904 | |
| 2 | CRVL |
Corvel Corp
|
150,104 | $9,384,500 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
30,798 | $7,070,295 | |
| 4 | BRO |
Brown & Brown, Inc.
|
97,491 | $6,254,046 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
20,504 | $5,359,129 | |
| 6 | AON |
Aon plc
|
12,226 | $4,055,240 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
129,339 | $3,437,830 | |
| 8 | ERIE |
Erie Indemnity Co
|
843 | $202,108 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,359,129 | 20,504 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,256,442 | 21,522 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $46,837,985 | 142,538 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $49,110,206 | 142,163 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,936,795 | 61,784 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $44,815,885 | 132,611 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $39,686,566 | 126,697 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $64,062,628 | 217,508 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $61,593,985 | 234,966 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $65,989,825 | 239,963 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $58,312,270 | 241,759 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $52,821,743 | 252,784 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $67,589,440 | 287,004 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $79,974,969 | 344,156 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $103,171,179 | 421,830 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $120,088,373 | 597,633 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $129,691,741 | 657,033 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $158,415,745 | 670,628 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $162,372,860 | 683,704 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $218,579,114 | 940,287 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $188,603,057 | 819,942 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $152,397,000 | 665,838 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $143,277,567 | 680,072 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $164,083,446 | 785,765 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $154,172,656 | 782,801 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $126,864,530 | 746,921 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||