Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,088,346
-$584,349 QoQ
Shares Held
7,990
-13.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#251
of 687 holders
Holding Since
Mar 2021
7 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, 2026FORA Capital, LLC holds $5,352,507 across 2 Insurance Brokers names. WTW ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
9,841 | $3,264,161 | |
| 2 | WTW |
Willis Towers Watson PLC
This page
|
7,990 | $2,088,346 |
All Filings in WTW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,088,346 | 7,990 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,672,695 | 9,194 | Shares | Sole | 2026-05-15 | |
| 2022-12-31 | $1,054,384 | 4,311 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $555,258 | 2,813 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,706,453 | 7,224 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,361,767 | 5,734 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $1,257,924 | 5,496 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||