Position in WTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$67,895,037
+$12,384,420 QoQ
Shares Held
259,766
+36.0% QoQ
Ownership
0.280%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#46
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)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HSBC HOLDINGS PLC holds $534,843,946 across 9 Insurance Brokers names. WTW ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,022,077 | $170,349,570 | |
| 2 | AON |
Aon plc
|
351,616 | $116,627,509 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
489,350 | $112,340,076 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
259,766 | $67,895,037 | |
| 5 | BRO |
Brown & Brown, Inc.
|
652,326 | $41,846,711 | |
| 6 | ERIE |
Erie Indemnity Co
|
102,908 | $24,672,191 | |
| 7 | CRD-A |
Crawford & Co
|
79,978 | $901,352 | |
| 8 | EHTH |
eHealth, Inc.
|
72,844 | $108,537 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,895,037 | 259,766 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $55,510,617 | 190,955 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $33,614,464 | 102,296 | Shares | Sole | 2026-03-06 | |
| 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. | ||||||