Position in WTW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,729,485
-$489,428 QoQ
Shares Held
6,617
-13.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#265
of 687 holders
Holding Since
Jun 2022
17 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, 2026Live Oak Private Wealth LLC holds $9,368,985 across 3 Insurance Brokers names. WTW ranks #2 (18.5% of the industry book) .
All Filings in WTW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,729,485 | 6,617 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,218,913 | 7,633 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,350,147 | 7,152 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,274,097 | 6,583 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,975,699 | 6,446 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,149,362 | 6,360 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,010,061 | 6,417 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,925,637 | 6,538 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,708,890 | 6,519 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,787,225 | 6,499 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,557,187 | 6,456 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,355,105 | 6,485 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,492,363 | 6,337 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,417,285 | 6,099 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,459,164 | 5,966 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,123,455 | 5,591 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $944,313 | 4,784 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||