Position in WTW
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$55,510,617
+$21,896,153 QoQ
Shares Held
190,955
+86.7% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026HSBC HOLDINGS PLC holds $490,503,591 across 10 Insurance Brokers names. WTW ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
985,680 | $170,966,192 | |
| 2 | AON |
Aon plc
|
354,158 | $114,315,117 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
459,478 | $99,513,742 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
190,955 | $55,510,617 | |
| 5 | BRO |
Brown & Brown, Inc.
|
576,256 | $37,577,651 | |
| 6 | ERIE |
Erie Indemnity Co
|
44,730 | $11,241,094 | |
| 7 | CRD-A |
Crawford & Co
|
88,600 | $883,341 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
9,230 | $393,751 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,510,617 | 190,955 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $33,614,464 | 102,296 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $24,496,894 | 70,913 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,441,317 | 73,218 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $27,692,298 | 81,942 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $33,283,001 | 106,254 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,528,952 | 144,396 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $49,833,074 | 190,101 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,000,475 | 72,729 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,239,046 | 71,472 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,888,443 | 61,679 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,826,641 | 45,973 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,954,393 | 47,140 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $16,903,657 | 69,113 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,926,122 | 29,492 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,319,552 | 6,685 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $36,176,148 | 153,146 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $52,641,795 | 221,659 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $32,964,222 | 141,806 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $82,207,767 | 357,394 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,370,940 | 58,419 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $56,075,220 | 266,163 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $7,355,266 | 35,223 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,982,216 | 15,142 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,257,892 | 19,181 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||