Position in WTW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,056
-$792 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#594
of 687 holders
Holding Since
Dec 2023
11 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, 2026DiNuzzo Private Wealth, Inc. holds $44,169 across 7 Insurance Brokers names. WTW ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
105 | $24,104 | |
| 2 | WTW |
Willis Towers Watson PLC
This page
|
27 | $7,056 | |
| 3 | AON |
Aon plc
|
18 | $5,970 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
27 | $4,500 | |
| 5 | ERIE |
Erie Indemnity Co
|
5 | $1,198 | |
| 6 | BRO |
Brown & Brown, Inc.
|
18 | $1,154 | |
| 7 | CRVL |
Corvel Corp
|
3 | $187 |
All Filings in WTW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,056 | 27 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $7,848 | 27 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,200 | 28 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $9,326 | 27 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,581 | 28 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,124 | 27 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $8,457 | 27 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,951 | 27 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,076 | 27 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,325 | 23 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,788 | 24 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||