Position in WTW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,181
+$4,178 QoQ
Shares Held
16
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#614
of 687 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Avion Wealth holds $57,262 across 9 Insurance Brokers names. WTW ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
184 | $11,803 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
70 | $11,666 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
48 | $11,019 | |
| 4 | AON |
Aon plc
|
31 | $10,282 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
16 | $4,181 | |
| 6 | CRVL |
Corvel Corp
|
61 | $3,813 | |
| 7 | ERIE |
Erie Indemnity Co
|
8 | $1,918 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
27 | $1,309 |
All Filings in WTW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,181 | 16 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3 | 12 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,572 | 20 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,327 | 27 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,436 | 21 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4 | 15 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4 | 15 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2 | 10 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,097 | 8 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2 | 6 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $964 | 4 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $417 | 2 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,119 | 9 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1 | 5 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||