Washington Trust Advisors, Inc.
Position in WTW — Willis Towers Watson PLC
CIK 1900099
WELLESLEY, MA
Position in WTW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$84,422
-$11,217 QoQ
Shares Held
323
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#524
of 687 holders
Holding Since
Dec 2021
19 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, 2026Washington Trust Advisors, Inc. holds $225,931 across 5 Insurance Brokers names. WTW ranks #2 (37.4% of the industry book) .
All Filings in WTW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,422 | 323 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $95,639 | 329 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $106,795 | 325 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $112,271 | 325 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $102,984 | 336 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $113,551 | 336 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $105,248 | 336 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $98,962 | 336 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $88,079 | 336 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $92,400 | 336 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $81,525 | 338 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $70,628 | 338 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $79,599 | 338 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $78,544 | 338 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $82,668 | 338 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $82,987 | 413 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $77,770 | 394 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $141,731 | 600 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $141,780 | 597 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||