Albion Financial Group’s Willis Towers Watson WTW Stock Holding History

Albion Financial Group’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 Q2	–	Sell	-4	Closed	-$1.16K	–	757
2026 Q1	$1.16K	Buy	+4	New	+$1.23K	﹤0.01%	627
2025 Q4	–	Sell	-4	Closed	-$1.38K	–	686
2025 Q3	$1.38K	Buy	+4	New	+$1.29K	﹤0.01%	562
2021 Q4	–	Sell	-2	Closed	–	–	698
2021 Q3	$0	Hold	2	–	–	﹤0.01%	550
2021 Q2	$0	Buy	+2	New	+$497	﹤0.01%	532
2020 Q4	$0	Buy	+2	New	+$412	﹤0.01%	504

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Albion Financial Group's WTW Position: Q2 2026 in Review

Albion Financial Group sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 4 shares — an estimated $1.16K sold.

Albion Financial Group first reported a position in WTW in Q4 2020 and held it in 5 quarters. The position peaked at $1.38K in Q3 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Albion Financial Group reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
Albion Financial Group sold 4 Willis Towers Watson shares in Q2 2026, an estimated $1.16K.
Albion Financial Group first reported a position in Willis Towers Watson in Q4 2020 and held it in 5 quarters.
Albion Financial Group's Willis Towers Watson position peaked at $1.38K in Q3 2025.
691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.