Position in WTW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$243,959,355
-$16,804,065 QoQ
Shares Held
933,387
+4.1% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#18
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $534,557,085 across 9 Insurance Brokers names. WTW ranks #1 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
This page
|
933,387 | $243,959,355 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
613,768 | $102,296,709 | |
| 3 | AON |
Aon plc
|
283,011 | $93,871,913 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
283,417 | $65,064,034 | |
| 5 | BRO |
Brown & Brown, Inc.
|
264,943 | $16,996,089 | |
| 6 | ERIE |
Erie Indemnity Co
|
37,496 | $8,989,664 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
63,266 | $3,068,400 | |
| 8 | CRVL |
Corvel Corp
|
3,628 | $226,821 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,959,355 | 933,387 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $260,763,420 | 897,019 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $309,421,915 | 941,637 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $42,951,866 | 124,336 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $49,403,201 | 161,185 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $49,060,536 | 145,171 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $46,220,751 | 147,557 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $59,307,147 | 201,362 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $58,395,615 | 222,765 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $35,245,650 | 128,166 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $39,003,485 | 161,706 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $23,221,096 | 111,127 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $25,494,523 | 108,257 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $26,661,187 | 114,731 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $29,364,273 | 120,060 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $21,832,331 | 108,651 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $21,383,059 | 108,329 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $27,823,880 | 117,788 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $64,484,945 | 271,527 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $40,151,185 | 172,723 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $62,891,373 | 273,417 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $56,261,905 | 245,814 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $58,607,170 | 278,181 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $58,482,543 | 280,062 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $55,484,356 | 281,718 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $42,163,899 | 248,242 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||