Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,576,096
+$8,049,519 QoQ
Shares Held
90,202
+68.9% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#75
of 690 holders
Holding Since
Mar 2020
25 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, 2026MACKENZIE FINANCIAL CORP holds $180,169,719 across 8 Insurance Brokers names. WTW ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
729,781 | $121,632,599 | |
| 2 | AON |
Aon plc
|
77,327 | $25,648,592 | |
| 3 | WTW |
Willis Towers Watson PLC
This page
|
90,202 | $23,576,096 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
28,960 | $6,648,347 | |
| 5 | BRO |
Brown & Brown, Inc.
|
33,040 | $2,119,516 | |
| 6 | CRD-A |
Crawford & Co
|
31,138 | $350,925 | |
| 7 | EHTH |
eHealth, Inc.
|
103,253 | $153,846 | |
| 8 | SLQT |
SelectQuote, Inc.
|
47,323 | $39,798 |
All Filings in WTW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,576,096 | 90,202 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,526,577 | 53,411 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,347,473 | 37,576 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $8,965,463 | 25,953 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,282,527 | 17,235 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,505,543 | 16,291 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,733,996 | 15,113 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $4,232,985 | 14,372 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,668,387 | 13,994 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,416,125 | 59,695 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,861,764 | 57,470 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $12,105,261 | 57,931 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $14,408,832 | 61,184 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $17,673,196 | 76,053 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $15,547,129 | 77,372 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $14,557,117 | 73,748 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $17,549,492 | 74,293 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $17,797,975 | 74,942 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $32,017,878 | 137,735 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,199,911 | 9,564 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,495,936 | 10,905 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,126,912 | 14,842 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,678,534 | 12,827 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,348,431 | 11,924 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $588,700 | 3,466 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||