STIFEL FINANCIAL CORP

Position in WTW — Willis Towers Watson PLC

CIK 720672 ST. LOUIS, MO

Position in WTW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,992,480

-$1,629,465 QoQ

Shares Held

17,174

-14.8% QoQ

Ownership

0.018%

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 88.99499243041808.ToString("F0")% Shared 0.ToString("F0")% None 11.005007569581926.ToString("F0")%

Financial Services · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $523,019,891 across 9 Insurance Brokers names. WTW ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,307,361	$400,211,762
2	AON	Aon plc	149,135	$48,137,793
3	AJG	Arthur J. Gallagher & Co.	174,354	$37,761,586
4	BRO	Brown & Brown, Inc.	357,354	$23,303,051
5	WTW	Willis Towers Watson PLC This page	17,174	$4,992,480
6	ERIE	Erie Indemnity Co	13,835	$3,476,873
7	GSHD	Goosehead Insurance, Inc.	53,811	$2,295,576
8	CRVL	Corvel Corp	41,289	$2,256,443

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,992,480	17,174	-14.8%	Shares	Defined	2026-05-12
2025-12-31	$6,621,945	20,152	-7.6%	Shares	Defined	2026-02-13
2025-09-30	$7,530,807	21,800	-8.4%	Shares	Defined	2025-11-12
2025-06-30	$7,296,538	23,806	+15.8%	Shares	Defined	2025-08-14
2025-03-31	$6,947,912	20,559	+21.3%	Shares	Defined	2025-05-14
2024-12-31	$5,309,103	16,949	+24.9%	Shares	Defined	2025-02-13
2024-09-30	$3,996,476	13,569	+17.5%	Shares	Defined	2024-11-14
2024-06-30	$3,026,143	11,544	+12.7%	Shares	Defined	2024-08-13
2024-03-31	$2,816,275	10,241	-15.9%	Shares	Defined	2024-05-14
2023-12-31	$2,938,055	12,181	-0.5%	Shares	Defined	2024-02-12
2023-09-30	$2,559,340	12,248	-18.8%	Shares	Defined	2023-11-13
2023-06-30	$3,551,574	15,081	-35.5%	Shares	Defined	2023-08-14
2023-03-31	$5,433,274	23,381	+15.4%	Shares	Defined	2023-05-12
2022-12-31	$4,956,412	20,265	-6.3%	Shares	Defined	2023-02-13
2022-09-30	$4,348,139	21,639	-3.3%	Shares	Defined	2022-11-14
2022-06-30	$4,419,166	22,388	-3.2%	Shares	Defined	2022-08-15
2022-03-31	$5,463,767	23,130	-8.2%	Shares	Defined	2022-05-13
2021-12-31	$5,984,032	25,197	+36.0%	Shares	Defined	2022-02-14
2021-09-30	$4,307,714	18,531	+12.5%	Shares	Defined	2021-11-15
2021-06-30	$3,788,887	16,472	+30.0%	Shares	Defined	2021-08-13
2021-03-31	$2,900,138	12,671	-9.7%	Shares	Defined	2021-05-14
2020-12-31	$2,955,419	14,028	-11.9%	Shares	Defined	2021-02-12
2020-09-30	$3,325,249	15,924	-28.1%	Shares	Defined	2020-11-16
2020-06-30	$4,359,882	22,137	-19.1%	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.