Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,200,095
+$2,527,098 QoQ
Shares Held
41,968
+42.6% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Vident Advisory, LLC holds $34,850,783 across 7 Insurance Brokers names. WTW ranks #1 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
41,968 | $12,200,095 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
54,750 | $11,857,753 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
22,222 | $3,854,403 | |
| 4 | ERIE |
Erie Indemnity Co
|
14,582 | $3,664,601 | |
| 5 | AON |
Aon plc
|
6,872 | $2,218,143 | |
| 6 | BRO |
Brown & Brown, Inc.
|
14,194 | $925,590 | |
| 7 | CRD-A |
Crawford & Co
|
13,059 | $130,198 |
All Filings in WTW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,200,095 | 41,968 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,672,997 | 29,437 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $8,023,766 | 23,227 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,009,435 | 16,344 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $647,173 | 1,915 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $440,101 | 1,405 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $402,622 | 1,367 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $576,707 | 2,200 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $252,725 | 919 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||