Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$236,823,979
-$72,845,040 QoQ
Shares Held
814,668
-13.6% QoQ
Ownership
0.863%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84.06320120589001.ToString("F0")%
Shared 0.ToString("F0")%
None 15.936798794109993.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $4,723,296,428 across 21 Insurance Brokers names. WTW ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,374,945 | $2,057,704,737 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,473,992 | $1,122,913,904 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
4,056,175 | $878,486,374 | |
| 4 | WTW |
Willis Towers Watson PLC
This page
|
814,668 | $236,823,979 | |
| 5 | BRO |
Brown & Brown, Inc.
|
3,244,972 | $211,604,616 | |
| 6 | ERIE |
Erie Indemnity Co
|
457,757 | $115,038,907 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,803,207 | $39,562,358 | |
| 8 | CRVL |
Corvel Corp
|
694,906 | $37,976,607 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,823,979 | 814,668 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $309,669,019 | 942,389 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $311,460,477 | 901,608 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $268,615,982 | 876,398 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $309,527,722 | 915,898 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $288,722,070 | 921,728 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $247,849,049 | 841,507 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $215,581,047 | 822,389 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $233,756,325 | 850,023 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $190,385,666 | 789,327 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $158,190,862 | 757,039 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $160,094,547 | 679,807 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $155,015,811 | 667,079 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $176,060,661 | 719,849 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $116,743,924 | 580,989 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $168,658,103 | 854,441 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $110,673,318 | 468,518 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $162,675,423 | 684,978 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $486,876,307 | 2,094,452 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $170,437,687 | 740,969 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $159,081,208 | 695,042 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $215,071,410 | 1,020,844 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $236,791,225 | 1,133,949 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $85,512,731 | 434,185 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $43,211,874 | 254,412 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||