Position in WTW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$228,698
-$193,224 QoQ
Shares Held
875
-31.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#494
of 692 holders
Holding Since
Sep 2021
13 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, 2026State of Wyoming holds $2,530,206 across 7 Insurance Brokers names. WTW ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRVL |
Corvel Corp
|
14,246 | $890,659 | |
| 2 | TREE |
LendingTree, Inc.
|
14,514 | $642,825 | |
| 3 | AON |
Aon plc
|
1,436 | $476,306 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
875 | $228,698 | |
| 5 | ARX |
Accelerant Holdings
|
10,943 | $128,251 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
2,782 | $87,633 | |
| 7 | MRSH |
Marsh & Mclennan Companies, Inc.
|
455 | $75,834 |
All Filings in WTW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,698 | 875 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $421,922 | 1,284 | Shares | Sole | 2026-02-11 | |
| 2024-09-30 | $32,398 | 110 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $95,943 | 366 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $98,725 | 359 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $26,120 | 125 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $184,632 | 784 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $102,711 | 442 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $184,261 | 917 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $150,213 | 761 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $166,062 | 703 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $213,978 | 901 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $36,961 | 159 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||