Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,533,724
-$6,521,029 QoQ
Shares Held
24,998
-44.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 690 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 90%
None 10%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $1,264,654,771 across 11 Insurance Brokers names. WTW ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
5,535,138 | $922,541,447 | |
| 2 | AON |
Aon plc
|
692,802 | $229,795,492 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
213,152 | $48,933,302 | |
| 4 | NP |
Neptune Insurance Holdings Inc.
|
1,106,169 | $34,844,323 | |
| 5 | BRO |
Brown & Brown, Inc.
|
209,634 | $13,448,018 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
24,998 | $6,533,724 | |
| 7 | CRVL |
Corvel Corp
|
65,556 | $4,098,560 | |
| 8 | ERIE |
Erie Indemnity Co
|
9,006 | $2,159,187 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,533,724 | 24,998 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $13,054,753 | 44,908 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $25,853,918 | 78,679 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $27,026,624 | 78,236 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $30,164,503 | 98,416 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,740,557 | 114,634 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $80,164,692 | 255,921 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $185,986,856 | 631,470 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $88,883,545 | 339,069 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $75,965,725 | 276,239 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $47,287,741 | 196,052 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $23,098,227 | 110,539 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $25,565,407 | 108,558 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $29,394,441 | 126,493 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $35,528,178 | 145,262 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $29,898,663 | 148,794 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $29,916,623 | 151,561 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $240,954,554 | 1,020,043 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $248,837,982 | 1,047,783 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,081,769 | 64,879 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,213,830 | 53,099 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $32,190,826 | 140,645 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $34,425,109 | 163,400 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $31,093,923 | 148,903 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $29,333,141 | 148,937 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,740,273 | 139,772 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||