Position in WTW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,214,083
+$3,013,988 QoQ
Shares Held
58,209
+38.7% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#102
of 692 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Vident Advisory, LLC holds $45,172,432 across 7 Insurance Brokers names. WTW ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
58,209 | $15,214,083 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
61,671 | $14,157,808 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
36,852 | $6,142,121 | |
| 4 | ERIE |
Erie Indemnity Co
|
21,426 | $5,136,882 | |
| 5 | AON |
Aon plc
|
7,709 | $2,556,996 | |
| 6 | BRO |
Brown & Brown, Inc.
|
28,330 | $1,817,368 | |
| 7 | CRD-A |
Crawford & Co
|
13,059 | $147,174 |
All Filings in WTW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,214,083 | 58,209 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||