Position in WTW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,011
-$3,872 QoQ
Shares Held
23
-32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#595
of 677 holders
Holding Since
Sep 2024
8 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, 2026True Wealth Design, LLC holds $326,251 across 10 Insurance Brokers names. WTW ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
567 | $188,068 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
632 | $105,335 | |
| 3 | BRO |
Brown & Brown, Inc.
|
167 | $10,713 | |
| 4 | CRVL |
Corvel Corp
|
125 | $7,815 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
23 | $6,011 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
19 | $4,361 | |
| 7 | ERIE |
Erie Indemnity Co
|
11 | $2,637 | |
| 8 | SLQT |
SelectQuote, Inc.
|
877 | $737 |
All Filings in WTW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,011 | 23 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,883 | 34 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,957 | 9 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $8,981 | 26 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $26,665 | 87 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $30,077 | 89 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,998 | 83 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,445 | 83 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||