Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,123,854
-$187,847 QoQ
Shares Held
7,306
+3.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 52.969736203269136.ToString("F0")%
Shared 14.9862437287587.ToString("F0")%
None 32.04402006797216.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $91,775,270 across 12 Insurance Brokers names. WTW ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
222,682 | $38,624,192 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
93,146 | $20,173,560 | |
| 3 | AON |
Aon plc
|
40,653 | $13,121,975 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
502,461 | $11,023,994 | |
| 5 | BRO |
Brown & Brown, Inc.
|
47,436 | $3,093,301 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
7,306 | $2,123,854 | |
| 7 | CRVL |
Corvel Corp
|
35,499 | $1,940,020 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
25,452 | $1,085,782 |
All Filings in WTW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,123,854 | 7,306 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,311,701 | 7,035 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $2,168,387 | 6,277 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,891,104 | 6,170 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $2,217,288 | 6,561 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,910,763 | 6,100 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $2,218,104 | 7,531 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,572,577 | 5,999 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,552,100 | 5,644 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,120,856 | 4,647 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $863,004 | 4,130 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $862,165 | 3,661 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $891,176 | 3,835 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $576,718 | 2,358 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||