Position in WTW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$911,396
-$5,180 QoQ
Shares Held
3,487
+10.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#316
of 687 holders
Holding Since
Dec 2024
6 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, 2026Portside Wealth Group, LLC holds $911,396 across 1 Insurance Brokers name. WTW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
3,487 | $911,396 |
All Filings in WTW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,396 | 3,487 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $916,576 | 3,153 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $230,760 | 668 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $324,889 | 1,060 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $398,780 | 1,180 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $262,181 | 837 | Shares | Other | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||