Position in WTW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$624,935
-$70,128 QoQ
Shares Held
2,391
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#365
of 687 holders
Holding Since
Sep 2024
8 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, 2026Plato Investment Management Ltd holds $5,410,008 across 4 Insurance Brokers names. WTW ranks #3 (11.6% of the industry book) .
All Filings in WTW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,935 | 2,391 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $695,063 | 2,391 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $446,567 | 1,359 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $469,466 | 1,359 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $416,533 | 1,359 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,176,403 | 3,481 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,772,938 | 5,660 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,984,177 | 10,132 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||