Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$610,560
-$87,410 QoQ
Shares Held
2,336
-2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#367
of 687 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Sanctuary Advisors, LLC holds $33,468,505 across 6 Insurance Brokers names. WTW ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
75,698 | $12,616,585 | |
| 2 | BRO |
Brown & Brown, Inc.
|
161,198 | $10,340,851 | |
| 3 | AON |
Aon plc
|
17,025 | $5,647,022 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
17,311 | $3,974,086 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
2,336 | $610,560 | |
| 6 | CRVL |
Corvel Corp
|
4,469 | $279,401 |
All Filings in WTW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,560 | 2,336 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $697,970 | 2,401 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,324,915 | 4,032 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,549,074 | 7,379 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $1,151,520 | 3,757 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $1,224,054 | 3,622 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $1,295,247 | 4,135 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,185,777 | 4,026 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $934,791 | 3,566 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||