CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in WTW — Willis Towers Watson PLC
CIK 884546
SAN FRANCISCO, CA
Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$179,773,531
-$17,950,675 QoQ
Shares Held
618,416
+2.8% QoQ
Ownership
0.655%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99611911722853.ToString("F0")%
Shared 0.ToString("F0")%
None 0.00388088277146775.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,954,560,582 across 15 Insurance Brokers names. WTW ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,033,148 | $526,099,520 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
2,109,463 | $456,867,495 | |
| 3 | AON |
Aon plc
|
1,355,094 | $437,397,241 | |
| 4 | ERIE |
Erie Indemnity Co
|
763,989 | $191,998,075 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
618,416 | $179,773,531 | |
| 6 | BRO |
Brown & Brown, Inc.
|
1,827,462 | $119,168,797 | |
| 7 | CRVL |
Corvel Corp
|
276,475 | $15,109,358 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
678,224 | $14,880,234 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,773,531 | 618,416 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $197,724,206 | 601,717 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $208,727,108 | 604,218 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $186,846,384 | 609,613 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $205,396,885 | 607,773 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $189,411,842 | 604,686 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $174,516,093 | 592,524 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $154,856,059 | 590,738 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $159,217,575 | 578,973 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $137,869,678 | 571,599 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $118,346,167 | 566,358 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $133,313,959 | 566,089 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $131,893,775 | 567,578 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $139,170,177 | 569,017 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $113,493,122 | 564,811 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $109,338,466 | 553,921 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $140,561,293 | 595,044 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $139,002,897 | 585,300 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $136,296,644 | 586,323 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $132,697,157 | 576,894 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $128,995,852 | 563,596 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $115,763,182 | 549,474 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $113,406,800 | 543,084 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $115,111,169 | 584,469 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $98,330,920 | 578,928 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||