Position in WTW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,045
-$117 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#655
of 687 holders
Holding Since
Mar 2025
6 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, 2026American Capital Advisory, LLC holds $11,606 across 5 Insurance Brokers names. WTW ranks #5 (9.0% of the industry book) .
All Filings in WTW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045 | 4 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,162 | 4 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $985 | 3 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,036 | 3 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $613 | 2 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $337 | 1 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||