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Ascent Group’s Willis Towers Watson WTW Stock Holding History

Ascent 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 		$273K Buy
+1,045
New +$280K 0.01% 689
2025
Q3 		– Sell
-1,004
Closed -$308K – 797
2025
Q2 		$308K Sell
1,004
-5,238
-84% -$1.62M 0.01% 572
2025
Q1 		$2.11M Buy
+6,242
New +$2.03M 0.09% 219

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ascent Group's WTW Position: Q2 2026 in Review

Ascent Group opened a new position in Willis Towers Watson (WTW) in Q2 2026: 1,045 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #689 among its holdings. This is a return to the name: Ascent Group previously reported a position in WTW as recently as Q2 2025.

Ascent Group first reported a position in WTW in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.11M in Q1 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Ascent Group held 1,045 shares of Willis Towers Watson worth $273K as of Q2 2026.
  • Willis Towers Watson was a new Ascent Group position in Q2 2026.
  • Willis Towers Watson made up 0.01% of Ascent Group's portfolio in Q2 2026, its #689 holding.
  • Ascent Group first reported a position in Willis Towers Watson in Q1 2025 and has held it in 3 quarters since.
  • Ascent Group's Willis Towers Watson position peaked at $2.11M in Q1 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.