Position in WTW
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,361,057
-$260,255 QoQ
Shares Held
4,682
-5.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $33,224,780 across 8 Insurance Brokers names. WTW ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
52,380 | $9,085,311 | |
| 2 | BRO |
Brown & Brown, Inc.
|
118,788 | $7,746,165 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
35,731 | $7,738,619 | |
| 4 | AON |
Aon plc
|
17,879 | $5,770,983 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
4,682 | $1,361,057 | |
| 6 | CRD-A |
Crawford & Co
|
104,499 | $1,041,855 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,842 | $462,913 | |
| 8 | SLQT |
SelectQuote, Inc.
|
28,377 | $17,877 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,361,057 | 4,682 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,621,312 | 4,934 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,704,450 | 4,934 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,611,883 | 5,259 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,503,533 | 7,408 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,895,590 | 9,244 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,383,112 | 4,696 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,403,235 | 5,353 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,501,500 | 5,460 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,365,674 | 5,662 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,205,490 | 5,769 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,396,986 | 5,932 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,690,332 | 7,274 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,557,240 | 6,367 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $979,180 | 4,873 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $976,093 | 4,945 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,320,233 | 5,589 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,393,828 | 5,869 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,365,934 | 5,876 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,355,047 | 5,891 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,330,479 | 5,813 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,236,059 | 5,867 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,234,126 | 5,910 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,151,172 | 5,845 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,132,220 | 6,666 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||