Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$518,035
+$121,811 QoQ
Shares Held
1,982
+45.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#385
of 687 holders
Holding Since
Mar 2024
5 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, 2026INCEPTIONR LLC holds $1,571,525 across 3 Insurance Brokers names. WTW ranks #2 (33.0% of the industry book) .
All Filings in WTW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,035 | 1,982 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $396,224 | 1,363 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $799,965 | 2,610 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $450,925 | 1,531 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $1,203,125 | 4,375 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||