Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$638,265
+$174,599 QoQ
Shares Held
2,442
+53.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#359
of 687 holders
Holding Since
Dec 2023
11 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, 2026SYON CAPITAL LLC holds $4,212,916 across 4 Insurance Brokers names. WTW ranks #3 (15.2% 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 | $638,265 | 2,442 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $463,666 | 1,595 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $609,224 | 1,854 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $572,065 | 1,656 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $449,329 | 1,466 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $392,022 | 1,160 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $337,985 | 1,079 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $292,762 | 994 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $255,324 | 974 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $264,825 | 963 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $236,858 | 982 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||