Position in WTW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$388,395
+$131,998 QoQ
Shares Held
1,486
+68.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#422
of 687 holders
Holding Since
Dec 2022
11 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, 2026Wedmont Private Capital holds $5,434,157 across 6 Insurance Brokers names. WTW ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
28,730 | $1,843,029 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
6,696 | $1,537,200 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,783 | $797,182 | |
| 4 | AON |
Aon plc
|
1,713 | $568,184 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
1,486 | $388,395 | |
| 6 | ERIE |
Erie Indemnity Co
|
1,252 | $300,167 |
All Filings in WTW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,395 | 1,486 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $256,397 | 882 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $296,725 | 903 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $317,468 | 919 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $271,252 | 885 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $342,681 | 1,014 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $295,072 | 942 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $238,274 | 809 | Shares | Sole | 2024-10-08 | |
| 2023-06-30 | $270,825 | 1,150 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $251,899 | 1,084 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $242,867 | 993 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||