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Bare Financial Services’s Willis Towers Watson WTW Stock Holding History

Bare Financial Services’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 		$784 Hold
3
– – ﹤0.01% 1483
2026
Q1 		$872 Buy
3
+1
+50% +$307 ﹤0.01% 1312
2025
Q4 		$657 Hold
2
– – ﹤0.01% 1266
2025
Q3 		$691 Sell
2
-15
-88% -$4.86K ﹤0.01% 1133
2025
Q2 		$5.21K Buy
17
+16
+1,600% +$4.96K ﹤0.01% 453
2025
Q1 		$338 Buy
+1
New +$326 ﹤0.01% 918

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 $3.38T AUM 44.17% 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

Bare Financial Services's WTW Position: Q2 2026 in Review

Bare Financial Services held its Willis Towers Watson (WTW) position steady in Q2 2026 at 3 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Bare Financial Services first reported a position in WTW in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.21K in Q2 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Bare Financial Services held 3 shares of Willis Towers Watson worth $784 as of Q2 2026.
  • Bare Financial Services left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1483 holding.
  • Bare Financial Services first reported a position in Willis Towers Watson in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Willis Towers Watson position peaked at $5.21K in Q2 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.