Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,037,900
-$1,891,193 QoQ
Shares Held
3,971
-60.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#302
of 687 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026OSTRUM ASSET MANAGEMENT holds $11,974,894 across 6 Insurance Brokers names. WTW ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
11,518 | $3,820,405 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
21,782 | $3,630,405 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
7,204 | $1,653,822 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
3,971 | $1,037,900 | |
| 5 | BRO |
Brown & Brown, Inc.
|
14,317 | $918,435 | |
| 6 | ERIE |
Erie Indemnity Co
|
3,812 | $913,927 |
All Filings in WTW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,900 | 3,971 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,929,093 | 10,076 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,791,198 | 5,451 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,507,621 | 7,259 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,343,389 | 4,383 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,524,154 | 4,510 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,910,450 | 6,099 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,870,265 | 6,350 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,644,142 | 6,272 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,859,000 | 6,760 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,630,512 | 6,760 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,460,795 | 16,562 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,454,011 | 18,913 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,432,183 | 19,073 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||