YOUSIF CAPITAL MANAGEMENT, LLC
Position in WTW — Willis Towers Watson PLC
CIK 1858789
BLOOMFIELD HILLS, MI
Position in WTW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,736,282
-$1,184,388 QoQ
Shares Held
10,469
-22.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#22
of 152 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $37,059,197 across 8 Insurance Brokers names. WTW ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
50,255 | $8,376,000 | |
| 2 | AON |
Aon plc
|
22,100 | $7,330,349 | |
| 3 | BRO |
Brown & Brown, Inc.
|
104,748 | $6,719,584 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
24,727 | $5,676,577 | |
| 5 | ERIE |
Erie Indemnity Co
|
22,272 | $5,339,712 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
10,469 | $2,736,282 | |
| 7 | CRVL |
Corvel Corp
|
9,166 | $573,058 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
6,343 | $307,635 |
All Filings in WTW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,736,282 | 10,469 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,920,670 | 13,487 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,465,674 | 13,590 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,022,497 | 14,539 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,798,564 | 15,656 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,266,612 | 15,584 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,996,491 | 15,951 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,003,251 | 13,592 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,643,746 | 13,900 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,895,925 | 14,167 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,481,963 | 14,436 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,359,240 | 16,076 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,679,385 | 19,870 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,500,038 | 19,365 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,073,078 | 20,742 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $3,353,286 | 16,688 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,318,323 | 16,811 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,419,912 | 18,711 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,441,300 | 18,701 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||