Position in WTW
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$664,830
-$69,590 QoQ
Shares Held
2,287
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 32.96895496283341.ToString("F0")%
Shared 0.ToString("F0")%
None 67.03104503716659.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026FIRST HORIZON CORP holds $1,648,347 across 6 Insurance Brokers names. WTW ranks #1 (40.3% of the industry book) .
All Filings in WTW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $664,830 | 2,287 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $734,420 | 2,235 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $651,172 | 1,885 | Shares | Defined | 2025-10-27 | |
| 2021-06-30 | $9,200 | 40 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $8,926 | 39 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $8,216 | 39 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $9,188 | 44 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||