Position in WTW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$803,190
New position
Shares Held
3,073
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#332
of 687 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SmartHarvest Portfolios, LLC holds $1,946,417 across 6 Insurance Brokers names. WTW ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
3,073 | $803,190 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
1,915 | $439,626 | |
| 3 | AON |
Aon plc
|
797 | $264,356 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,275 | $212,504 | |
| 5 | BRO |
Brown & Brown, Inc.
|
3,279 | $210,347 | |
| 6 | HUIZ |
Huize Holding Ltd
|
14,770 | $16,394 |
All Filings in WTW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,190 | 3,073 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||