Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$95,217,351
+$18,020,223 QoQ
Shares Held
364,301
+37.2% QoQ
Ownership
0.392%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#37
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)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SEI INVESTMENTS CO holds $390,695,312 across 14 Insurance Brokers names. WTW ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
385,948 | $128,015,091 | |
| 2 | WTW |
Willis Towers Watson PLC
This page
|
364,301 | $95,217,351 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
311,535 | $71,519,089 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
396,087 | $66,015,819 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
446,679 | $11,872,726 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
119,264 | $5,784,304 | |
| 7 | BRO |
Brown & Brown, Inc.
|
71,268 | $4,571,842 | |
| 8 | CRVL |
Corvel Corp
|
66,581 | $4,162,643 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,217,351 | 364,301 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||