Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$440,408
-$346,226 QoQ
Shares Held
1,685
-37.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#405
of 687 holders
Holding Since
Sep 2022
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, 2026Vise Technologies, Inc. holds $8,009,791 across 6 Insurance Brokers names. WTW ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
19,268 | $3,211,397 | |
| 2 | AON |
Aon plc
|
4,945 | $1,640,207 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
6,282 | $1,442,158 | |
| 4 | BRO |
Brown & Brown, Inc.
|
13,539 | $868,526 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
1,685 | $440,408 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,698 | $407,095 |
All Filings in WTW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,408 | 1,685 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $786,634 | 2,706 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $889,191 | 2,706 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $750,662 | 2,173 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $646,102 | 2,108 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $382,152 | 1,220 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $298,653 | 1,014 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $249,819 | 953 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $230,175 | 837 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $217,562 | 902 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $228,906 | 972 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $259,568 | 1,117 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $325,780 | 1,332 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $280,512 | 1,396 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||