Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$116,845,194
-$1,719,415 QoQ
Shares Held
447,049
+9.6% QoQ
Ownership
0.481%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#32
of 690 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, 2026FRANKLIN RESOURCES INC holds $1,032,932,809 across 11 Insurance Brokers names. WTW ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
2,219,141 | $509,448,192 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,485,628 | $247,609,613 | |
| 3 | AON |
Aon plc
|
389,485 | $129,188,274 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
447,049 | $116,845,194 | |
| 5 | TWFG |
TWFG, Inc.
|
781,912 | $18,804,983 | |
| 6 | BRO |
Brown & Brown, Inc.
|
123,853 | $7,945,166 | |
| 7 | ERIE |
Erie Indemnity Co
|
8,741 | $2,095,652 | |
| 8 | CRVL |
Corvel Corp
|
9,698 | $606,317 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,845,194 | 447,049 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $118,564,609 | 407,859 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $16,807,229 | 51,148 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $23,225,983 | 67,234 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $29,204,850 | 95,285 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $22,129,638 | 65,482 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,264,032 | 23,190 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $7,149,123 | 24,273 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $5,055,365 | 19,285 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,870,000 | 6,800 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,486,273 | 6,162 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,237,458 | 5,922 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $383,138,952 | 1,626,917 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $461,717,678 | 1,986,908 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $510,089,197 | 2,085,572 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $471,686,151 | 2,347,398 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $487,982,621 | 2,472,175 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $589,837,793 | 2,496,985 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $515,111,770 | 2,168,983 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $461,617,438 | 1,985,793 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $426,104,917 | 1,852,469 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $366,108,435 | 1,599,565 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $219,131,005 | 1,040,113 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $863,260 | 4,134 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $631,027 | 3,204 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $528,912 | 3,114 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||