Position in WTW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$456,352
-$54,117 QoQ
Shares Held
1,746
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#401
of 687 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $531,484 across 7 Insurance Brokers names. WTW ranks #1 (85.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
1,746 | $456,352 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
187 | $31,167 | |
| 3 | AON |
Aon plc
|
59 | $19,569 | |
| 4 | BRO |
Brown & Brown, Inc.
|
240 | $15,396 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
28 | $6,427 | |
| 6 | CRVL |
Corvel Corp
|
22 | $1,375 | |
| 7 | ERIE |
Erie Indemnity Co
|
5 | $1,198 |
All Filings in WTW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,352 | 1,746 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $510,469 | 1,756 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $577,021 | 1,756 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $607,646 | 1,759 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $17,777 | 58 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,601 | 58 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $18,167 | 58 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $17,082 | 58 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,204 | 58 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,475 | 49 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $14,472 | 60 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,821 | 47 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $22,137 | 94 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $20,681 | 89 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $21,033 | 86 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,874 | 79 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,908 | 35 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $6,174 | 26 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,043 | 26 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||