Position in WTW
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$203,780
-$25,911 QoQ
Shares Held
701
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Financial Freedom, LLC holds $368,279 across 3 Insurance Brokers names. WTW ranks #1 (55.3% of the industry book) .
All Filings in WTW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,780 | 701 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $229,691 | 699 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $489,502 | 1,417 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $273,704 | 893 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $300,775 | 890 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $278,157 | 888 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $317,208 | 1,077 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $281,276 | 1,073 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $269,500 | 980 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $98,409 | 408 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $84,837 | 406 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $95,142 | 404 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $93,649 | 403 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $98,321 | 402 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||