Position in WTW
as of Jun 30, 2026
· filed Aug 13, 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
#658
of 687 holders
Holding Since
Mar 2026
2 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, 2026Burk Holdings LLC holds $9,361 across 3 Insurance Brokers names. WTW ranks #3 (11.2% of the industry book) .
All Filings in WTW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,045 | 4 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,162 | 4 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||