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Beacon Pointe Advisors’s Willis Towers Watson WTW Stock Holding History

Beacon Pointe Advisors’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 		$253K Sell
966
-314
-25% -$84K ﹤0.01% 1701
2026
Q1 		$372K Buy
1,280
+188
+17% +$57.7K ﹤0.01% 1428
2025
Q4 		$359K Buy
+1,092
New +$357K ﹤0.01% 1185

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

Beacon Pointe Advisors's WTW Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Willis Towers Watson (WTW) stake by 25% in Q2 2026, selling an estimated $84K and leaving 966 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Beacon Pointe Advisors first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Beacon Pointe Advisors held 966 shares of Willis Towers Watson worth $253K as of Q2 2026.
  • Beacon Pointe Advisors sold 314 Willis Towers Watson shares in Q2 2026, an estimated $84K.
  • Willis Towers Watson made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1701 holding.
  • Beacon Pointe Advisors first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Willis Towers Watson position peaked at $372K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.