Position in WTW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,614
-$3,165 QoQ
Shares Held
98
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#553
of 687 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $1,371,956 across 7 Insurance Brokers names. WTW ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
3,273 | $751,382 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,031 | $338,506 | |
| 3 | AON |
Aon plc
|
485 | $160,869 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,472 | $94,428 | |
| 5 | WTW |
Willis Towers Watson PLC
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|
98 | $25,614 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
20 | $970 | |
| 7 | CRVL |
Corvel Corp
|
3 | $187 |
All Filings in WTW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,614 | 98 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $28,779 | 99 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,543 | 26 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,909 | 20 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,597 | 15 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,407 | 16 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,698 | 15 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,828 | 13 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,883 | 11 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,025 | 11 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $2,653 | 11 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $208 | 1 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,648 | 7 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $232 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $978 | 4 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $602 | 3 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $592 | 3 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $712 | 3 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $23,943 | 103 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $23,692 | 103 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $24,947 | 109 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||