Position in WTW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$479,352
+$188,071 QoQ
Shares Held
1,834
+83.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#391
of 687 holders
Holding Since
Mar 2022
7 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, 2026Aaron Wealth Advisors LLC holds $2,781,329 across 4 Insurance Brokers names. WTW ranks #3 (17.2% of the industry book) .
All Filings in WTW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,352 | 1,834 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $291,281 | 1,002 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $621,711 | 1,892 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $511,611 | 1,481 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $210,565 | 687 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $216,288 | 640 | Shares | Sole | 2025-04-28 | |
| 2022-03-31 | $181,000 | 42,755 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||