Position in WTW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,268,168
-$1,279,244 QoQ
Shares Held
8,678
-28.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#243
of 687 holders
Holding Since
Mar 2025
6 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, 2026IFC Advisors LLC holds $2,639,660 across 2 Insurance Brokers names. WTW ranks #1 (85.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
8,678 | $2,268,168 | |
| 2 | AON |
Aon plc
|
1,120 | $371,492 |
All Filings in WTW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,268,168 | 8,678 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,547,412 | 12,203 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,987,561 | 12,135 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,192,035 | 12,135 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,719,377 | 12,135 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,101,023 | 12,135 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||