Position in WTW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$784
-$16,959 QoQ
Shares Held
3
-94.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#659
of 687 holders
Holding Since
Sep 2025
3 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, 2026Cape Investment Advisory, Inc. holds $1,065,003 across 6 Insurance Brokers names. WTW ranks #6 (0.1% of the industry book) .
All Filings in WTW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784 | 3 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $17,743 | 54 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,908 | 20 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||