Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$262,862,682
-$27,999,526 QoQ
Shares Held
1,005,711
+0.5% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#17
of 690 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 20%
None 8%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,507,954,882 across 13 Insurance Brokers names. WTW ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,240,634 | $411,505,890 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,022,672 | $337,118,740 | |
| 3 | WTW |
Willis Towers Watson PLC
This page
|
1,005,711 | $262,862,682 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
826,025 | $189,630,556 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,660,686 | $106,533,005 | |
| 6 | CRVL |
Corvel Corp
|
1,136,109 | $71,029,532 | |
| 7 | ERIE |
Erie Indemnity Co
|
260,197 | $62,382,229 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,346,168 | $35,781,143 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,862,682 | 1,005,711 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||