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

Baird 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 		$2.59M Buy
9,910
+1,106
+13% +$296K ﹤0.01% 1007
2026
Q1 		$2.56M Buy
8,804
+41
+0.5% +$12.6K ﹤0.01% 969
2025
Q4 		$2.88M Sell
8,763
-180
-2% -$58.9K ﹤0.01% 924
2025
Q3 		$3.09M Sell
8,943
-330
-4% -$107K 0.01% 897
2025
Q2 		$2.84M Buy
9,273
+89
+1% +$27.6K 0.01% 900
2025
Q1 		$3.1M Sell
9,184
-477
-5% -$155K 0.01% 831
2024
Q4 		$3.03M Sell
9,661
-6,638
-41% -$2.04M 0.01% 847
2024
Q3 		$4.8M Buy
16,299
+366
+2% +$102K 0.01% 681
2024
Q2 		$4.18M Buy
15,933
+799
+5% +$206K 0.01% 716
2024
Q1 		$4.16M Buy
15,134
+806
+6% +$212K 0.01% 716
2023
Q4 		$3.46M Buy
14,328
+124
+0.9% +$28.7K 0.01% 766
2023
Q3 		$2.97M Buy
14,204
+1,100
+8% +$235K 0.01% 790
2023
Q2 		$3.09M Buy
13,104
+1,040
+9% +$240K 0.01% 782
2023
Q1 		$2.8M Sell
12,064
-4,265
-26% -$1.03M 0.01% 781
2022
Q4 		$3.99M Buy
16,329
+1,638
+11% +$374K 0.01% 641
2022
Q3 		$2.95M Buy
14,691
+4,946
+51% +$1.02M 0.01% 703
2022
Q2 		$1.92M Buy
9,745
+376
+4% +$80.6K 0.01% 863
2022
Q1 		$2.21M Buy
+9,369
New +$2.15M 0.01% 866
2019
Q4 		– Sell
-1,280
Closed -$247K – 1561
2019
Q3 		$247K Buy
+1,280
New +$250K ﹤0.01% 1379
2019
Q2 		– Sell
-1,193
Closed -$210K – 1563
2019
Q1 		$210K Buy
+1,193
New +$198K ﹤0.01% 1236
2017
Q4 		– Sell
-15,351
Closed -$2.37M – 1299
2017
Q3 		$2.37M Buy
+15,351
New +$2.29M 0.02% 578
2016
Q2 		– Sell
-1,710
Closed -$203K – 1262
2016
Q1 		$203K Buy
+1,710
New +$197K ﹤0.01% 1155

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

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

Baird Financial Group increased its Willis Towers Watson (WTW) stake by 13% in Q2 2026, buying an estimated $296K and bringing the position to 9,910 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Baird Financial Group first reported a position in WTW in Q1 2016 and has held it in 22 quarters since. The position peaked at $4.8M in Q3 2024. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Baird Financial Group held 9,910 shares of Willis Towers Watson worth $2.59M as of Q2 2026.
  • Baird Financial Group bought 1,106 Willis Towers Watson shares in Q2 2026, an estimated $296K.
  • Willis Towers Watson made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1007 holding.
  • Baird Financial Group first reported a position in Willis Towers Watson in Q1 2016 and has held it in 22 quarters since.
  • Baird Financial Group's Willis Towers Watson position peaked at $4.8M in Q3 2024.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.