Position in WTW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$290,862,208
-$34,026,910 QoQ
Shares Held
1,000,558
+1.2% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 74.98535817014105.ToString("F0")%
Shared 15.938806146170437.ToString("F0")%
None 9.075835683688501.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $1,524,159,990 across 14 Insurance Brokers names. WTW ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,253,769 | $404,691,555 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,033,933 | $352,785,677 | |
| 3 | WTW |
Willis Towers Watson PLC
This page
|
1,000,558 | $290,862,208 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
853,192 | $184,784,320 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,710,837 | $111,563,678 | |
| 6 | CRVL |
Corvel Corp
|
1,160,553 | $63,424,219 | |
| 7 | ERIE |
Erie Indemnity Co
|
225,993 | $56,794,299 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,333,871 | $29,265,127 |
All Filings in WTW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290,862,208 | 1,000,558 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $324,889,118 | 988,707 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $340,210,213 | 984,832 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $292,537,391 | 954,445 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $291,525,468 | 862,629 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $260,592,185 | 831,925 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $215,004,542 | 729,992 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $193,318,810 | 737,464 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $180,678,300 | 657,012 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $159,183,314 | 659,964 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $132,931,782 | 636,159 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $139,748,996 | 593,414 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $131,025,601 | 563,842 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $142,316,941 | 581,883 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $121,136,274 | 602,848 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $114,121,421 | 578,152 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $133,310,993 | 564,351 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $132,892,041 | 559,569 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $129,759,404 | 558,201 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $130,901,391 | 569,087 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $129,317,886 | 565,003 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $116,328,436 | 552,157 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $109,089,656 | 522,410 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $95,137,682 | 483,055 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $84,343,433 | 496,576 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||