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
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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group's WTW Position: Q1 2026 in Review

Baird Financial Group increased its Willis Towers Watson (WTW) stake by 0.47% in Q1 2026, buying an estimated $12.6K and bringing the position to 8,804 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Baird Financial Group first reported a position in WTW in Q1 2016 and has held it in 21 quarters since. The position peaked at $4.8M in Q3 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Baird Financial Group held 8,804 shares of Willis Towers Watson worth $2.56M as of Q1 2026.
  • Baird Financial Group bought 41 Willis Towers Watson shares in Q1 2026, an estimated $12.6K.
  • Willis Towers Watson made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #969 holding.
  • Baird Financial Group first reported a position in Willis Towers Watson in Q1 2016 and has held it in 21 quarters since.
  • Baird Financial Group's Willis Towers Watson position peaked at $4.8M in Q3 2024.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.