Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,092,023
+$1,809,949 QoQ
Shares Held
53,916
+27.6% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 690 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Derivatives in WTW
reported options exposure · as of Mar 31, 2022CallValue
$543,306
CallShares
2,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $890,081,140 across 17 Insurance Brokers names. WTW ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,510,228 | $418,379,697 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,641,788 | $169,470,698 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
546,230 | $125,398,019 | |
| 4 | AON |
Aon plc
|
336,918 | $111,752,330 | |
| 5 | CRVL |
Corvel Corp
|
453,149 | $28,330,874 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
53,916 | $14,092,023 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
173,941 | $8,436,138 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
197,936 | $5,261,137 |
All Filings in WTW
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,092,023 | 53,916 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $12,282,074 | 42,250 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $16,860,792 | 51,311 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $27,828,413 | 80,557 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,296,406 | 56,432 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,027,591 | 59,262 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,496,433 | 46,279 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,577,159 | 35,912 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,611,227 | 44,294 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,770,000 | 42,800 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $11,000,649 | 45,608 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,298,591 | 49,285 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,943,889 | 93,180 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $22,756,042 | 97,926 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $25,506,022 | 104,285 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $23,140,247 | 115,160 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $27,727,767 | 140,472 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $33,476,860 | 141,719 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $543,306 | 2,300 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $39,039,792 | 164,385 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $63,912,318 | 274,939 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $15,437,330 | 67,113 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $27,474,066 | 120,037 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $60,532,996 | 287,322 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $49,957,260 | 239,236 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $71,291,566 | 361,978 | Shares | Defined | 2020-08-13 | |
| 2020-06-30 | $4,000 | 2,200 | Put | Defined | 2020-08-13 | |
| 2020-03-31 | $145,643,483 | 857,483 | Shares | Defined | 2020-05-14 | |
| 2020-03-31 | $56,000 | 2,200 | Put | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||