Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,703,095
+$2,796,960 QoQ
Shares Held
25,646
+90.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#150
of 687 holders
Holding Since
Dec 2024
5 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, 2026Sone Capital Management, LLC holds $17,603,646 across 2 Insurance Brokers names. WTW ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
65,402 | $10,900,551 | |
| 2 | WTW |
Willis Towers Watson PLC
This page
|
25,646 | $6,703,095 |
All Filings in WTW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,703,095 | 25,646 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,906,135 | 13,437 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $12,771,548 | 41,669 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,824,152 | 55,701 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,029,367 | 67,135 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||