Position in WTW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$342,133
-$38,393 QoQ
Shares Held
1,309
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 43 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 78.45683728036668.ToString("F0")%
Shared 0.ToString("F0")%
None 21.543162719633308.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DAVENPORT & Co LLC holds $216,252,189 across 5 Insurance Brokers names. WTW ranks #5 (0.2% of the industry book) .
All Filings in WTW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,133 | 1,309 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $380,526 | 1,309 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $465,954 | 1,418 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $460,139 | 1,332 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $422,663 | 1,379 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $471,778 | 1,396 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $433,837 | 1,385 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $407,924 | 1,385 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $363,850 | 1,388 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $374,550 | 1,362 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $328,514 | 1,362 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $285,648 | 1,367 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $321,928 | 1,367 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $317,663 | 1,367 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $338,743 | 1,385 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $355,060 | 1,767 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $348,788 | 1,767 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $413,857 | 1,752 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $387,583 | 1,632 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $449,577 | 1,934 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $265,443 | 1,154 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $264,127 | 1,154 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $243,124 | 1,154 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $240,978 | 1,154 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $227,280 | 1,154 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||