Vanguard Personalized Indexing Management, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1767306
OAKLAND, CA
Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,532,675
-$657,757 QoQ
Shares Held
9,690
-11.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#230
of 677 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $36,412,358 across 9 Insurance Brokers names. WTW ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
64,806 | $10,801,216 | |
| 2 | AON |
Aon plc
|
26,534 | $8,801,062 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
32,250 | $7,403,632 | |
| 4 | BRO |
Brown & Brown, Inc.
|
74,825 | $4,800,023 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
9,690 | $2,532,675 | |
| 6 | ERIE |
Erie Indemnity Co
|
5,491 | $1,316,467 | |
| 7 | CRVL |
Corvel Corp
|
11,626 | $726,857 | |
| 8 | EHTH |
eHealth, Inc.
|
10,495 | $15,637 |
All Filings in WTW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,532,675 | 9,690 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,190,432 | 10,975 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,216,595 | 12,832 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,465,977 | 12,928 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,394,794 | 11,076 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,557,937 | 10,528 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,173,121 | 10,130 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,743,546 | 9,315 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,123,071 | 8,099 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,975,050 | 7,182 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,528,725 | 6,338 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,236,834 | 5,919 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,804,872 | 7,664 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,668,256 | 7,179 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,667,791 | 6,819 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,308,320 | 6,511 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $929,706 | 4,710 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $918,423 | 3,888 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $862,801 | 3,633 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $602,303 | 2,591 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $439,338 | 1,910 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $325,925 | 1,424 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||