Position in WTW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$111,604
-$12,524 QoQ
Shares Held
427
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#516
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, 2026Phillip James Consulting Co. holds $118,901 across 2 Insurance Brokers names. WTW ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
427 | $111,604 | |
| 2 | AON |
Aon plc
|
22 | $7,297 |
All Filings in WTW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,604 | 427 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $124,128 | 427 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||