Position in WTW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$311,814
-$324,661 QoQ
Shares Held
1,193
-50.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#446
of 687 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $3,701,607 across 6 Insurance Brokers names. WTW ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,992 | $1,165,356 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,587 | $823,467 | |
| 3 | BRO |
Brown & Brown, Inc.
|
10,861 | $696,733 | |
| 4 | ERIE |
Erie Indemnity Co
|
1,529 | $366,577 | |
| 5 | AON |
Aon plc
|
1,018 | $337,660 | |
| 6 | WTW |
Willis Towers Watson PLC
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|
1,193 | $311,814 |
All Filings in WTW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,814 | 1,193 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $636,475 | 2,428 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $676,225 | 2,459 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||