Position in WTW
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$11,918
+$3,046 QoQ
Shares Held
41
+51.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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 Mar 31, 2026Basecamp Wealth Advisors LLC holds $452,444 across 11 Insurance Brokers names. WTW ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,643 | $284,978 | |
| 2 | AON |
Aon plc
|
235 | $75,853 | |
| 3 | ERIE |
Erie Indemnity Co
|
149 | $37,445 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
135 | $29,238 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
41 | $11,918 | |
| 6 | BRO |
Brown & Brown, Inc.
|
162 | $10,564 | |
| 7 | CRD-A |
Crawford & Co
|
115 | $1,146 | |
| 8 | CRVL |
Corvel Corp
|
14 | $765 |
All Filings in WTW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,918 | 41 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $8,872 | 27 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||