Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,932,095
+$13,976,198 QoQ
Shares Held
51,366
+1665.8% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 99.73912704902075.ToString("F0")%
Shared 0.ToString("F0")%
None 0.26087295097924695.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $387,332,326 across 15 Insurance Brokers names. WTW ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
723,789 | $125,541,201 | |
| 2 | BRO |
Brown & Brown, Inc.
|
1,708,136 | $111,387,548 | |
| 3 | AON |
Aon plc
|
259,033 | $83,610,671 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
222,038 | $48,088,989 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
51,366 | $14,932,095 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
63,986 | $2,729,642 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
17,241 | $378,267 | |
| 8 | NP |
Neptune Insurance Holdings Inc.
|
14,991 | $362,632 |
All Filings in WTW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||