Position in WTW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,397
-$672 QoQ
Shares Held
13
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#623
of 687 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Dunhill Financial, LLC holds $61,563 across 7 Insurance Brokers names. WTW ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
277 | $46,167 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
24 | $5,509 | |
| 3 | AON |
Aon plc
|
12 | $3,980 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
13 | $3,397 | |
| 5 | BRO |
Brown & Brown, Inc.
|
35 | $2,245 | |
| 6 | ERIE |
Erie Indemnity Co
|
1 | $239 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1 | $26 |
All Filings in WTW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,397 | 13 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,069 | 14 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,286 | 10 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,109 | 9 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,758 | 9 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,041 | 9 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,698 | 15 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,650 | 9 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,359 | 9 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,475 | 9 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,688 | 7 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||