Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$401,464
-$201,738 QoQ
Shares Held
1,536
-26.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#416
of 690 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $62,771,540 across 8 Insurance Brokers names. WTW ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
346,609 | $22,234,967 | |
| 2 | ARX |
Accelerant Holdings
|
1,839,620 | $21,560,346 | |
| 3 | ERIE |
Erie Indemnity Co
|
22,391 | $5,368,242 | |
| 4 | AON |
Aon plc
|
15,577 | $5,166,735 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
19,882 | $4,564,310 | |
| 6 | MRSH |
Marsh & Mclennan Companies, Inc.
|
15,049 | $2,508,216 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
25,616 | $967,260 | |
| 8 | WTW |
Willis Towers Watson PLC
This page
|
1,536 | $401,464 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,464 | 1,536 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $603,202 | 2,075 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $461,683 | 1,405 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $427,321 | 1,237 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $346,958 | 1,132 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $457,246 | 1,353 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $440,415 | 1,406 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,598,707 | 5,428 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,339,010 | 5,108 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,222,375 | 4,445 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $990,608 | 4,107 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $711,717 | 3,406 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $695,902 | 2,955 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $297,446 | 1,280 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $286,403 | 1,171 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $237,310 | 1,181 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $223,050 | 1,130 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $451,652 | 1,912 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $467,617 | 1,969 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $425,634 | 1,831 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $386,433 | 1,680 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $377,880 | 1,651 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $353,942 | 1,680 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $462,327 | 2,214 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $369,281 | 1,875 | Shares | Defined | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||