Position in WTW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$784
-$2,704 QoQ
Shares Held
3
-75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#666
of 687 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $23,732 across 4 Insurance Brokers names. WTW ranks #4 (3.3% of the industry book) .
All Filings in WTW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784 | 3 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,488 | 12 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $3,678 | 12 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,817,821 | 11,297 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,758 | 12 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||