Position in WTW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,051,234
+$58,754 QoQ
Shares Held
19,326
+12.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#181
of 690 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $488,885,260 across 9 Insurance Brokers names. WTW ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,212,398 | $368,740,372 | |
| 2 | AON |
Aon plc
|
127,310 | $42,227,450 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
174,924 | $40,157,299 | |
| 4 | BRO |
Brown & Brown, Inc.
|
374,725 | $24,038,606 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
19,326 | $5,051,234 | |
| 6 | ERIE |
Erie Indemnity Co
|
13,635 | $3,268,990 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
59,367 | $2,879,298 | |
| 8 | CRVL |
Corvel Corp
|
31,657 | $1,979,195 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,051,234 | 19,326 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,992,480 | 17,174 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,621,945 | 20,152 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,530,807 | 21,800 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,296,538 | 23,806 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,947,912 | 20,559 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,309,103 | 16,949 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,996,476 | 13,569 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,026,143 | 11,544 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,816,275 | 10,241 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,938,055 | 12,181 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,559,340 | 12,248 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,551,574 | 15,081 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,433,274 | 23,381 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,956,412 | 20,265 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,348,139 | 21,639 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,419,166 | 22,388 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,463,767 | 23,130 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,984,032 | 25,197 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,307,714 | 18,531 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,788,887 | 16,472 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,900,138 | 12,671 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,955,419 | 14,028 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,325,249 | 15,924 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,359,882 | 22,137 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,646,925 | 27,359 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||