Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,970,730
+$8,498 QoQ
Shares Held
11,366
+11.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#221
of 687 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Pathstone Holdings, LLC holds $61,399,267 across 6 Insurance Brokers names. WTW ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
196,761 | $32,794,155 | |
| 2 | AON |
Aon plc
|
40,897 | $13,565,125 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
40,375 | $9,268,887 | |
| 4 | WTW |
Willis Towers Watson PLC
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|
11,366 | $2,970,730 | |
| 5 | BRO |
Brown & Brown, Inc.
|
34,506 | $2,213,558 | |
| 6 | CRVL |
Corvel Corp
|
9,386 | $586,812 |
All Filings in WTW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,970,730 | 11,366 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $2,962,232 | 10,190 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,207,134 | 9,760 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,036,159 | 8,789 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,715,590 | 8,860 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,733,000 | 8,087 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,439,825 | 7,789 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,284,668 | 7,757 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $1,962,641 | 7,487 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,155,175 | 7,837 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,657,767 | 6,873 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||