Position in WTW
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$942,740
-$98,593 QoQ
Shares Held
3,243
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026HB Wealth Management, LLC holds $11,629,176 across 7 Insurance Brokers names. WTW ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
18,142 | $3,146,729 | |
| 2 | AON |
Aon plc
|
7,509 | $2,423,755 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
9,692 | $2,099,093 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
74,451 | $1,633,454 | |
| 5 | BRO |
Brown & Brown, Inc.
|
14,877 | $970,129 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
3,243 | $942,740 | |
| 7 | CRD-A |
Crawford & Co
|
41,452 | $413,276 |
All Filings in WTW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $942,740 | 3,243 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,041,333 | 3,169 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,054,313 | 3,052 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $903,255 | 2,947 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,103,406 | 3,265 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $953,189 | 3,043 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $857,965 | 2,913 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $851,955 | 3,250 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $277,200 | 1,008 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $229,381 | 951 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||