Position in WTW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$77,197,128
-$9,243,402 QoQ
Shares Held
265,556
+0.9% QoQ
Ownership
0.281%
of shares outstanding
% of Portfolio
0.09%
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)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026SEI INVESTMENTS CO holds $393,281,105 across 16 Insurance Brokers names. WTW ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
451,925 | $145,872,350 | |
| 2 | WTW |
Willis Towers Watson PLC
This page
|
265,556 | $77,197,128 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
289,267 | $62,649,446 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
334,007 | $57,933,513 | |
| 5 | BRO |
Brown & Brown, Inc.
|
376,761 | $24,568,584 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
456,174 | $10,008,457 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
163,452 | $6,972,861 | |
| 8 | CRVL |
Corvel Corp
|
66,574 | $3,638,268 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,197,128 | 265,556 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $86,440,530 | 263,057 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $81,460,219 | 235,809 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $68,932,156 | 224,901 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $86,873,764 | 257,061 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $85,899,804 | 274,230 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $67,683,288 | 229,801 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $59,455,973 | 226,810 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $58,565,650 | 212,966 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $53,967,776 | 223,747 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $42,466,522 | 203,228 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $31,355,176 | 133,143 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $31,002,048 | 133,411 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,293,295 | 140,213 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $22,164,887 | 110,306 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,925,335 | 100,944 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,649,413 | 74,716 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,018,990 | 42,187 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,018,028 | 12,983 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,729,060 | 7,517 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,581,214 | 28,754 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $28,192,143 | 133,815 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $34,200,121 | 163,778 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $34,402,043 | 174,674 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $29,866,933 | 175,843 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||