Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$82,381,180
-$50,207,276 QoQ
Shares Held
283,389
-29.8% QoQ
Ownership
0.300%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026BARCLAYS PLC holds $926,668,528 across 17 Insurance Brokers names. WTW ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
3,679,770 | $239,957,799 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,375,355 | $238,555,324 | |
| 3 | AON |
Aon plc
|
600,554 | $193,846,819 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
634,333 | $137,383,838 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
283,389 | $82,381,180 | |
| 6 | ERIE |
Erie Indemnity Co
|
122,949 | $30,898,311 | |
| 7 | CRD-A |
Crawford & Co
|
128,700 | $1,283,137 | |
| 8 | ARX |
Accelerant Holdings
|
46,693 | $623,817 |
All Filings in WTW
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2022-02-23 | |
| 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. | ||||||