Position in WTW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$470,204
-$62,067 QoQ
Shares Held
1,799
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#395
of 687 holders
Holding Since
Sep 2021
20 quarters on record
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $29,050,765 across 6 Insurance Brokers names. WTW ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
44,550 | $14,776,789 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
42,881 | $9,844,191 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,106 | $2,351,047 | |
| 4 | ERIE |
Erie Indemnity Co
|
4,947 | $1,186,043 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
1,799 | $470,204 | |
| 6 | BRO |
Brown & Brown, Inc.
|
6,586 | $422,491 |
All Filings in WTW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,204 | 1,799 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $532,271 | 1,831 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $699,918 | 2,130 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $975,896 | 2,825 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $872,299 | 2,846 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $965,523 | 2,857 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $660,309 | 2,108 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $591,416 | 2,008 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $498,852 | 1,903 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $491,150 | 1,786 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $504,831 | 2,093 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $364,217 | 1,743 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $396,346 | 1,683 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $380,173 | 1,636 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $602,889 | 2,465 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $464,573 | 2,312 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $598,881 | 3,034 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $530,550 | 2,246 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $627,686 | 2,643 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $416,800 | 1,793 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||