Position in WTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$139,832
+$2,041 QoQ
Shares Held
535
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#513
of 692 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $11,083,515 across 11 Insurance Brokers names. WTW ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
118,038 | $7,572,137 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
9,738 | $2,235,552 | |
| 3 | AON |
Aon plc
|
1,526 | $506,158 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,828 | $304,672 | |
| 5 | SLQT |
SelectQuote, Inc.
|
200,000 | $168,200 | |
| 6 | WTW |
Willis Towers Watson PLC
This page
|
535 | $139,832 | |
| 7 | RYAN |
Ryan Specialty Holdings, Inc.
|
1,390 | $52,486 | |
| 8 | ERIE |
Erie Indemnity Co
|
205 | $49,148 |
All Filings in WTW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,832 | 535 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $137,791 | 474 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $199,131 | 606 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $198,287 | 574 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $175,011 | 571 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $199,052 | 589 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $162,884 | 520 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $138,723 | 471 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $116,652 | 445 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $106,150 | 386 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $92,620 | 384 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $81,494 | 390 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $12,246 | 52 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $11,851 | 51 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $12,473 | 51 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $11,252 | 56 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $10,066 | 51 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $13,464 | 57 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $139,405 | 587 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||