Position in WTW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$318,348
-$6,073 QoQ
Shares Held
1,218
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#69
of 152 holders
Holding Since
Dec 2020
23 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, 2026Mayflower Financial Advisors, LLC holds $1,006,190 across 4 Insurance Brokers names. WTW ranks #2 (31.6% of the industry book) .
All Filings in WTW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,348 | 1,218 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $324,421 | 1,116 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $359,817 | 1,095 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $374,813 | 1,085 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $329,181 | 1,074 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $363,634 | 1,076 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $355,840 | 1,136 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $330,757 | 1,123 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $320,072 | 1,221 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $339,350 | 1,234 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $296,193 | 1,228 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $262,662 | 1,257 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $298,614 | 1,268 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $308,600 | 1,328 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $323,334 | 1,322 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $264,838 | 1,318 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $260,160 | 1,318 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $334,015 | 1,414 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $395,420 | 1,665 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $395,182 | 1,700 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $387,123 | 1,683 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $380,627 | 1,663 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $350,360 | 1,663 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||