Position in WTW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$104,809
-$11,471 QoQ
Shares Held
401
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#80
of 136 holders
Holding Since
Dec 2021
19 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, 2026PFS Partners, LLC holds $1,546,536 across 5 Insurance Brokers names. WTW ranks #3 (6.8% of the industry book) .
All Filings in WTW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,809 | 401 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $116,280 | 400 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $131,440 | 400 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $138,180 | 400 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $122,600 | 400 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $135,180 | 400 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $125,296 | 400 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $134,600 | 457 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $119,797 | 457 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $125,675 | 457 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $110,228 | 457 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $95,494 | 457 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $107,623 | 457 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $106,197 | 457 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $111,773 | 457 | Shares | Sole | 2023-12-01 | |
| 2022-09-30 | $91,829 | 457 | Shares | Sole | 2023-12-01 | |
| 2022-06-30 | $90,207 | 457 | Shares | Sole | 2023-12-01 | |
| 2022-03-31 | $107,952 | 457 | Shares | Sole | 2023-12-01 | |
| 2021-12-31 | $108,532 | 457 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||