Rothwell Investment Advisors, LLC’s Willis Towers Watson WTW Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$34.2K	Buy	+119	New	+$37.6K	0.02%	500

Other funds holding WTW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WTW Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Willis Towers Watson (WTW) in Q3 2026: 119 shares worth $34.2K. The stake represents 0.02% of the portfolio and ranks #500 among its holdings.

339 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

Rothwell Investment Advisors, LLC held 119 shares of Willis Towers Watson worth $34.2K as of Q3 2026.
Willis Towers Watson was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Willis Towers Watson made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #500 holding.
339 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.