Position in WTW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,011
+$197 QoQ
Shares Held
23
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#603
of 687 holders
Holding Since
Mar 2020
23 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, 2026MEEDER ASSET MANAGEMENT INC holds $459,695 across 6 Insurance Brokers names. WTW ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,050 | $341,673 | |
| 2 | GSHD |
Goosehead Insurance, Inc.
|
1,528 | $74,108 | |
| 3 | AON |
Aon plc
|
48 | $15,921 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
56 | $12,855 | |
| 5 | SLQT |
SelectQuote, Inc.
|
10,853 | $9,127 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
23 | $6,011 |
All Filings in WTW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,011 | 23 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,814 | 20 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,529 | 29 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,672 | 28 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $25,133 | 82 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $23,656 | 70 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $11,589 | 37 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,370 | 42 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,174 | 35 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,800 | 32 | Shares | Sole | 2024-05-07 | |
| 2023-03-31 | $1,679,872 | 7,229 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,120,874 | 37,292 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,437,579 | 61,897 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,582,141 | 38,412 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $2,860,857 | 12,111 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $140,356 | 591 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $112,045 | 482 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $152,733 | 664 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $148,314 | 648 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $119,244 | 566 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $89,166 | 427 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $78,386 | 398 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $13,927 | 82 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||