Position in WTW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,579
-$2,304 QoQ
Shares Held
29
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#592
of 687 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Aspect Partners, LLC holds $56,344 across 6 Insurance Brokers names. WTW ranks #5 (13.5% of the industry book) .
All Filings in WTW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,579 | 29 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,883 | 34 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $11,171 | 34 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,399 | 33 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,582 | 28 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $9,462 | 28 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $9,083 | 29 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $12,370 | 42 | Shares | Other | 2024-10-15 | |
| 2024-06-30 | $11,009 | 42 | Shares | Other | 2024-07-15 | |
| 2024-03-31 | $11,550 | 42 | Shares | Other | 2024-05-17 | |
| 2023-12-31 | $10,130 | 42 | Shares | Other | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||