Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,172
+$42,300 QoQ
Shares Held
257
+256.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#527
of 687 holders
Holding Since
Mar 2023
4 quarters on record
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $717,086 across 3 Insurance Brokers names. WTW ranks #3 (9.4% of the industry book) .
All Filings in WTW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,172 | 257 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $24,872 | 72 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $70,495 | 230 | Shares | Sole | 2025-07-21 | |
| 2023-03-31 | $58,559 | 252 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||