Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,667,279
-$1,193,499 QoQ
Shares Held
6,379
-35.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#265
of 677 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $46,095,648 across 15 Insurance Brokers names. WTW ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
51,985 | $17,242,904 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
82,402 | $13,733,941 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
41,630 | $9,556,999 | |
| 4 | BRO |
Brown & Brown, Inc.
|
29,196 | $1,872,923 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
6,379 | $1,667,279 | |
| 6 | CRVL |
Corvel Corp
|
19,046 | $1,190,755 | |
| 7 | ERIE |
Erie Indemnity Co
|
1,340 | $321,265 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
5,272 | $255,692 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,667,279 | 6,379 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,860,778 | 9,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,906,467 | 8,845 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,869,998 | 8,308 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,379,359 | 7,763 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,848,242 | 8,428 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,504,667 | 7,996 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,688,623 | 15,919 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,938,653 | 15,025 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,061,475 | 14,769 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,760,323 | 19,736 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,936,388 | 18,838 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,002,625 | 12,750 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,935,656 | 12,633 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,929,090 | 11,976 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $381,384 | 1,898 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $374,843 | 1,899 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $419,999 | 1,778 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $594,437 | 2,503 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $393,554 | 1,693 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $230,710 | 1,003 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,286,992 | 5,623 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $969,549 | 4,602 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $896,673 | 4,294 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $893,562 | 4,537 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||