Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,194,477
-$2,737,618 QoQ
Shares Held
46,656
-9.2% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#112
of 690 holders
Holding Since
Dec 2022
14 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, 2026JONES FINANCIAL COMPANIES LLLP holds $435,219,946 across 15 Insurance Brokers names. WTW ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
375,514 | $124,554,238 | |
| 2 | BRO |
Brown & Brown, Inc.
|
1,795,003 | $115,149,442 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
424,430 | $97,436,394 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
488,649 | $81,443,128 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
46,656 | $12,194,477 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
53,696 | $2,604,256 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
21,737 | $684,715 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
21,117 | $383,062 |
All Filings in WTW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,194,477 | 46,656 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,932,095 | 51,366 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $955,897 | 2,909 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,469,889 | 4,255 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $235,085 | 767 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $197,024 | 583 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $162,884 | 520 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $118,106 | 401 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $32,504 | 124 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,300 | 52 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,412 | 10 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $835 | 4 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $5,577 | 24 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $244 | 1 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||