Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,891,799
-$389,630 QoQ
Shares Held
14,890
+1.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#198
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, 2026NEOS Investment Management LLC holds $41,952,555 across 6 Insurance Brokers names. WTW ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
78,716 | $13,119,595 | |
| 2 | AON |
Aon plc
|
34,465 | $11,431,695 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
41,756 | $9,585,924 | |
| 4 | WTW |
Willis Towers Watson PLC
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|
14,890 | $3,891,799 | |
| 5 | BRO |
Brown & Brown, Inc.
|
47,517 | $3,048,215 | |
| 6 | ERIE |
Erie Indemnity Co
|
3,651 | $875,327 |
All Filings in WTW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,891,799 | 14,890 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,281,429 | 14,728 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,811,032 | 14,641 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,201,708 | 12,163 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,594,522 | 8,465 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,258,181 | 6,682 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,700,579 | 5,429 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,232,902 | 4,186 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $884,460 | 3,374 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $653,950 | 2,378 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $352,875 | 1,463 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||