Bellevue Asset Management’s Willis Towers Watson WTW Stock Holding History

Bellevue Asset Management’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	$1.04K	Buy	+4	New	+$1.07K	﹤0.01%	565

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bellevue Asset Management's WTW Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in Willis Towers Watson (WTW) in Q2 2026: 4 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings.

289 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Bellevue Asset Management held 4 shares of Willis Towers Watson worth $1.04K as of Q2 2026.
Willis Towers Watson was a new Bellevue Asset Management position in Q2 2026.
Willis Towers Watson made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #565 holding.
289 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.