Position in WTW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$62,728
+$13,310 QoQ
Shares Held
240
+41.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#529
of 687 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Cromwell Holdings LLC holds $615,564 across 5 Insurance Brokers names. WTW ranks #4 (10.2% of the industry book) .
All Filings in WTW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,728 | 240 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $49,418 | 170 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $55,861 | 170 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $58,726 | 170 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $52,105 | 170 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $53,395 | 158 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $48,238 | 154 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $45,357 | 154 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $38,796 | 148 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||