Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,397,119
-$456,043 QoQ
Shares Held
11,686
-0.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026US BANCORP \DE\ holds $56,990,270 across 11 Insurance Brokers names. WTW ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
136,261 | $23,634,469 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
72,485 | $15,698,799 | |
| 3 | AON |
Aon plc
|
24,891 | $8,034,315 | |
| 4 | BRO |
Brown & Brown, Inc.
|
85,656 | $5,585,626 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
11,686 | $3,397,119 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
6,860 | $292,647 | |
| 7 | ERIE |
Erie Indemnity Co
|
655 | $164,606 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
5,029 | $110,335 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,397,119 | 11,686 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,853,162 | 11,726 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $4,287,378 | 12,411 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,815,005 | 12,447 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $4,201,391 | 12,432 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,926,148 | 12,534 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $3,838,017 | 13,031 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $3,370,594 | 12,858 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $3,542,275 | 12,881 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $3,133,669 | 12,992 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,706,657 | 12,953 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $3,065,974 | 13,019 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,112,264 | 13,393 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $3,270,278 | 13,371 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,824,210 | 14,055 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $2,805,305 | 14,212 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $3,580,149 | 15,156 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,564,485 | 15,009 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,473,648 | 14,943 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $3,432,128 | 14,921 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $3,451,281 | 15,079 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $3,304,094 | 15,683 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $3,341,327 | 16,001 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $3,433,624 | 17,434 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $3,610,840 | 21,259 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||