Global Retirement Partners, LLC
PensionPosition in WTW — Willis Towers Watson PLC
CIK 1749744
San Rafael, CA
Position in WTW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$412,703
-$91,369 QoQ
Shares Held
1,579
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#405
of 677 holders
Holding Since
Jun 2021
18 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, 2026Global Retirement Partners, LLC holds $104,146,735 across 11 Insurance Brokers names. WTW ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
441,225 | $101,292,023 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
8,069 | $1,344,860 | |
| 3 | AON |
Aon plc
|
2,811 | $932,380 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
1,579 | $412,703 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,683 | $107,964 | |
| 6 | ERIE |
Erie Indemnity Co
|
119 | $28,530 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
486 | $23,571 | |
| 8 | CRD-A |
Crawford & Co
|
205 | $2,310 |
All Filings in WTW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,703 | 1,579 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $504,072 | 1,534 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $287,068 | 831 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $251,943 | 822 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $398,754 | 1,273 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $274,796 | 933 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $213,906 | 816 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $208,450 | 758 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $143,031 | 593 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $123,704 | 592 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $137,532 | 584 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $135,709 | 584 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,201 | 9 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,411 | 12 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $197 | 1 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $708 | 3 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $464 | 2 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $460 | 2 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||