Position in WTW
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$13,591
+$12,719 QoQ
Shares Held
52
+1633.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#572
of 687 holders
Holding Since
Dec 2021
13 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, 2026CoreCap Advisors, LLC holds $261,060 across 8 Insurance Brokers names. WTW ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
516 | $118,458 | |
| 2 | BRO |
Brown & Brown, Inc.
|
842 | $54,014 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
263 | $43,834 | |
| 4 | ERIE |
Erie Indemnity Co
|
75 | $17,981 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
52 | $13,591 | |
| 6 | AON |
Aon plc
|
35 | $11,609 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
31 | $823 | |
| 8 | CRVL |
Corvel Corp
|
12 | $750 |
All Filings in WTW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,591 | 52 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $872 | 3 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,300 | 7 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,454 | 10 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,226 | 4 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,689 | 5 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,566 | 5 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,123 | 14 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,582 | 48 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,575 | 13 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $733 | 3 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $592 | 3 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $712 | 3 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||