Position in WTW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$35,348,462
-$13,093,203 QoQ
Shares Held
135,243
-18.8% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#69
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Derivatives in WTW
reported options exposure · as of Jun 30, 2021CallValue
$18,401,600
CallShares
80,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CITIGROUP INC holds $396,103,293 across 17 Insurance Brokers names. WTW ranks #6 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
570,878 | $95,148,234 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
372,212 | $85,448,707 | |
| 3 | AON |
Aon plc
|
233,032 | $77,294,382 | |
| 4 | BRO |
Brown & Brown, Inc.
|
861,844 | $55,287,291 | |
| 5 | ERIE |
Erie Indemnity Co
|
147,885 | $35,455,427 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
135,243 | $35,348,462 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
161,474 | $7,831,488 | |
| 8 | CRVL |
Corvel Corp
|
26,464 | $1,654,528 |
All Filings in WTW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,348,462 | 135,243 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $48,441,665 | 166,638 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $38,642,372 | 117,597 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $48,302,890 | 139,826 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $31,715,393 | 103,476 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $35,175,861 | 104,086 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $22,814,832 | 72,835 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $26,540,096 | 90,110 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $22,035,223 | 84,059 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $19,748,025 | 71,811 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $19,738,841 | 81,836 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,612,449 | 50,787 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $16,120,210 | 68,451 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $25,927,099 | 111,572 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $19,444,596 | 79,502 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $19,251,455 | 95,807 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $24,861,862 | 125,953 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $30,954,267 | 131,040 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $44,039,667 | 185,438 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $194,571,575 | 837,011 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $18,401,600 | 80,000 | Call | Defined | 2021-08-10 | |
| 2021-06-30 | $878,950,121 | 3,821,190 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $665,593,567 | 2,908,046 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $689,430,284 | 3,272,405 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $776,505,102 | 3,718,538 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $635,399,891 | 3,226,199 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $466,122,069 | 2,744,316 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||