Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,924,733
+$2,133,723 QoQ
Shares Held
18,842
+96.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#183
of 692 holders
Holding Since
Mar 2020
21 quarters on record
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $61,212,179 across 9 Insurance Brokers names. WTW ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
101,454 | $33,651,276 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
83,429 | $13,905,110 | |
| 3 | WTW |
Willis Towers Watson PLC
This page
|
18,842 | $4,924,733 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
20,527 | $4,712,383 | |
| 5 | CRVL |
Corvel Corp
|
29,783 | $1,862,033 | |
| 6 | ERIE |
Erie Indemnity Co
|
5,303 | $1,271,394 | |
| 7 | TREE |
LendingTree, Inc.
|
13,457 | $596,010 | |
| 8 | SLQT |
SelectQuote, Inc.
|
216,933 | $182,440 |
All Filings in WTW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,924,733 | 18,842 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,791,010 | 9,601 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $339,443 | 1,033 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $356,504 | 1,032 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,374,258 | 11,009 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,633,988 | 4,835 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,636,052 | 5,223 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $1,503,575 | 5,105 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,045,676 | 3,989 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $765,600 | 2,784 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $633,873 | 2,628 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $675,358 | 3,232 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $565,435 | 2,401 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $702,716 | 3,024 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $583,323 | 2,385 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $530,682 | 2,641 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $353,328 | 1,790 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $382,440 | 1,619 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $357,422 | 1,505 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $285,925 | 1,230 | Shares | Sole | 2021-11-09 | |
| 2020-03-31 | $240,676 | 1,417 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||