Position in WTW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,875
-$18,055 QoQ
Shares Held
11
-84.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#628
of 687 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $419,426 across 7 Insurance Brokers names. WTW ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
967 | $221,994 | |
| 2 | AON |
Aon plc
|
503 | $166,840 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
108 | $18,000 | |
| 4 | BRO |
Brown & Brown, Inc.
|
106 | $6,799 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
11 | $2,875 | |
| 6 | ERIE |
Erie Indemnity Co
|
8 | $1,918 | |
| 7 | CRVL |
Corvel Corp
|
16 | $1,000 |
All Filings in WTW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,875 | 11 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $20,930 | 72 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $26,616 | 81 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $33,163 | 96 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $24,826 | 81 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $30,415 | 90 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $30,384 | 97 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $32,103 | 109 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $27,524 | 105 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $20,625 | 75 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $28,702 | 119 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,657 | 118 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $23,785 | 101 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $17,196 | 74 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,451 | 55 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $11,051 | 55 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $72,836 | 369 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $12,992 | 55 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $23,986 | 101 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $12,785 | 55 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $12,651 | 55 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $19,454 | 85 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||