Position in WTW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$652,379
-$40,359 QoQ
Shares Held
2,496
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 677 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $8,349,125 across 13 Insurance Brokers names. WTW ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
15,319 | $3,516,782 | |
| 2 | AON |
Aon plc
|
7,362 | $2,441,901 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
9,900 | $1,650,033 | |
| 4 | WTW |
Willis Towers Watson PLC
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|
2,496 | $652,379 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,107 | $71,014 | |
| 6 | ERIE |
Erie Indemnity Co
|
34 | $8,151 | |
| 7 | CRVL |
Corvel Corp
|
47 | $2,938 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
133 | $2,412 |
All Filings in WTW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,379 | 2,496 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $692,738 | 2,383 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,006,173 | 3,062 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $994,550 | 2,879 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $856,361 | 2,794 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $875,966 | 2,592 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $805,966 | 2,573 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $759,592 | 2,579 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $674,748 | 2,574 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $85,525 | 311 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,336 | 47 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $551,305 | 2,341 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $546,790 | 2,353 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $572,561 | 2,341 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $470,400 | 2,341 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $462,089 | 2,341 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $552,991 | 2,341 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $26,035 | 112 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,610 | 7 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||