Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,272
-$704 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#601
of 687 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $723,455 across 7 Insurance Brokers names. WTW ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,180 | $391,394 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,714 | $285,672 | |
| 3 | BRO |
Brown & Brown, Inc.
|
213 | $13,663 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
59 | $13,544 | |
| 5 | CRVL |
Corvel Corp
|
172 | $10,753 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
24 | $6,272 | |
| 7 | ERIE |
Erie Indemnity Co
|
9 | $2,157 |
All Filings in WTW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,272 | 24 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,976 | 24 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,586 | 17 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||