Position in WTW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$557,502
-$13,141 QoQ
Shares Held
2,133
+8.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#377
of 687 holders
Holding Since
Sep 2025
4 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, 2026Atlantic Union Bankshares Corp holds $5,897,351 across 5 Insurance Brokers names. WTW ranks #3 (9.5% of the industry book) .
All Filings in WTW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,502 | 2,133 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $570,643 | 1,963 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $551,719 | 1,679 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $577,592 | 1,672 | Shares | Defined | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||