Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,774,796
-$21,606,384 QoQ
Shares Held
232,524
-17.9% QoQ
Ownership
0.250%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#50
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Derivatives in WTW
reported options exposure · as of Jun 30, 2021CallValue
$1,403,122
CallShares
6,100
PutValue
$1,403,122
PutShares
6,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BARCLAYS PLC holds $556,925,826 across 18 Insurance Brokers names. WTW ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
982,810 | $163,804,940 | |
| 2 | AON |
Aon plc
|
394,135 | $130,730,637 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
492,767 | $113,124,518 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
232,524 | $60,774,796 | |
| 5 | BRO |
Brown & Brown, Inc.
|
770,928 | $49,455,029 | |
| 6 | ERIE |
Erie Indemnity Co
|
143,828 | $34,482,761 | |
| 7 | CRD-A |
Crawford & Co
|
127,547 | $1,437,448 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
23,523 | $1,140,865 |
All Filings in WTW
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,774,796 | 232,524 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $82,381,180 | 283,389 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $132,588,456 | 403,495 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $107,321,987 | 310,673 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $99,389,980 | 324,274 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $84,834,235 | 251,026 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $62,573,135 | 199,761 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $79,385,553 | 269,533 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $78,344,470 | 298,865 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $83,952,275 | 305,281 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $85,450,888 | 354,274 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $59,566,137 | 285,060 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $67,231,246 | 285,483 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $32,009,646 | 137,747 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $54,189,389 | 221,561 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $149,264,059 | 742,829 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $232,840,651 | 1,179,597 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $283,595,337 | 1,200,556 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $394,228,411 | 1,659,979 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $296,921,621 | 1,277,302 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,403,122 | 6,100 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $1,403,122 | 6,100 | Put | Sole | 2021-08-13 | |
| 2021-06-30 | $427,113,556 | 1,856,854 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,396,168 | 6,100 | Put | Sole | 2021-05-13 | |
| 2021-03-31 | $406,614,016 | 1,776,538 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $1,396,168 | 6,100 | Call | Sole | 2021-05-13 | |
| 2020-12-31 | $641,963,026 | 3,047,100 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $481,858,831 | 2,307,532 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $274,861,252 | 1,395,589 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $55,280,569 | 325,467 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||