Position in WTW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$514,376
-$5,395 QoQ
Shares Held
1,968
+10.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#388
of 687 holders
Holding Since
Jun 2022
17 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, 2026Blue Trust, Inc. holds $4,416,004 across 6 Insurance Brokers names. WTW ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
14,142 | $2,357,046 | |
| 2 | WTW |
Willis Towers Watson PLC
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|
1,968 | $514,376 | |
| 3 | AON |
Aon plc
|
1,476 | $489,573 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
2,070 | $475,209 | |
| 5 | ERIE |
Erie Indemnity Co
|
1,857 | $445,215 | |
| 6 | BRO |
Brown & Brown, Inc.
|
2,098 | $134,585 |
All Filings in WTW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,376 | 1,968 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $519,771 | 1,788 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $586,550 | 1,785 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $652,900 | 1,890 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $553,232 | 1,805 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $607,296 | 1,797 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $516,845 | 1,650 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $693,028 | 2,353 | Shares | Other | 2024-10-17 | |
| 2024-06-30 | $493,084 | 1,881 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $406,450 | 1,478 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $219 | 1,046 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $217 | 921 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $54,871 | 233 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $380,406 | 1,637 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $205 | 1,022 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $101,273 | 504 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,380 | 7 | Shares | Other | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||