Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,457,144
-$538,834 QoQ
Shares Held
20,879
+1.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#166
of 677 holders
Holding Since
Mar 2020
22 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, 2026HUNTINGTON NATIONAL BANK holds $13,476,438 across 9 Insurance Brokers names. WTW ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
20,879 | $5,457,144 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
26,305 | $4,384,253 | |
| 3 | AON |
Aon plc
|
4,388 | $1,455,455 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
3,234 | $742,429 | |
| 5 | ERIE |
Erie Indemnity Co
|
2,997 | $718,530 | |
| 6 | BRO |
Brown & Brown, Inc.
|
11,082 | $710,910 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
148 | $3,933 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
78 | $3,783 |
All Filings in WTW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,457,144 | 20,879 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,995,978 | 20,626 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,833,237 | 20,795 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $7,126,978 | 20,631 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,258,423 | 20,419 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $6,914,457 | 20,460 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,399,493 | 20,430 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,977,486 | 20,295 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $5,307,024 | 20,245 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $5,561,325 | 20,223 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $4,867,657 | 20,181 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $4,205,737 | 20,127 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $4,747,915 | 20,161 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,668,514 | 20,090 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $4,902,606 | 20,045 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $4,049,744 | 20,154 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $3,955,103 | 20,037 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $4,761,250 | 20,156 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $4,786,848 | 20,156 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $4,653,849 | 20,020 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,605,000 | 20,020 | Shares | Sole | 2021-07-30 | |
| 2020-03-31 | $1,528 | 9 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||