Position in WTW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,450,606
-$272,679 QoQ
Shares Held
13,202
+3.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#210
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Ethic Inc. holds $33,140,291 across 6 Insurance Brokers names. WTW ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
64,963 | $10,827,383 | |
| 2 | AON |
Aon plc
|
28,421 | $9,426,961 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
28,859 | $6,625,160 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
13,202 | $3,450,606 | |
| 5 | BRO |
Brown & Brown, Inc.
|
40,562 | $2,602,052 | |
| 6 | CRVL |
Corvel Corp
|
3,329 | $208,129 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,450,606 | 13,202 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,723,285 | 12,808 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,589,556 | 13,967 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,853,572 | 14,050 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,295,291 | 14,014 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,214,906 | 15,431 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,322,085 | 13,798 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,708,132 | 12,590 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,292,216 | 12,559 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,462,250 | 12,590 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,987,985 | 12,388 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,023,150 | 9,682 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,479,411 | 6,282 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,407,525 | 6,057 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $988,347 | 4,041 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $967,927 | 4,817 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $915,692 | 4,639 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $868,108 | 3,675 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $705,820 | 2,972 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $498,394 | 2,144 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $720,422 | 3,132 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $489,116 | 2,137 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $217,421 | 1,032 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $205,687 | 985 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $475,437 | 2,414 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $460,803 | 2,713 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||