Position in WTW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$86,047
-$278,370 QoQ
Shares Held
296
-73.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Derivatives in WTW
reported options exposure · as of Mar 31, 2026CallValue
$610,470
CallShares
2,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Jefferies Financial Group Inc. holds $5,325,700 across 7 Insurance Brokers names. WTW ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
|
9,707 | $2,102,342 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
48,258 | $1,058,780 | |
| 3 | ERIE |
Erie Indemnity Co
|
3,455 | $868,276 | |
| 4 | ARX |
Accelerant Holdings
|
39,178 | $523,418 | |
| 5 | CRVL |
Corvel Corp
|
6,638 | $362,766 | |
| 6 | AON |
Aon plc
|
1,004 | $324,071 | |
| 7 | WTW |
Willis Towers Watson PLC
This page
|
296 | $86,047 |
All Filings in WTW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $610,470 | 2,100 | Call | Defined | 2026-05-08 | |
| 2026-03-31 | $86,047 | 296 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $364,417 | 1,109 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $690,060 | 2,100 | Call | Defined | 2026-02-09 | |
| 2025-09-30 | $3,272,793 | 9,474 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $637,826 | 2,081 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,301,777 | 6,811 | Shares | Defined | 2025-05-08 | |
| 2023-12-31 | $209,120 | 867 | Shares | Defined | 2024-05-06 | |
| 2023-06-30 | $822,366 | 3,492 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||