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Benjamin Edwards Inc’s Willis Towers Watson WTW Stock Holding History

Benjamin Edwards Inc’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 		$773K Sell
2,660
-1,447
-35% -$444K 0.01% 846
2025
Q4 		$1.35M Buy
4,107
+754
+22% +$247K 0.01% 613
2025
Q3 		$1.16M Buy
3,353
+1,424
+74% +$461K 0.01% 632
2025
Q2 		$591K Buy
1,929
+594
+44% +$184K 0.01% 800
2025
Q1 		$451K Sell
1,335
-140
-9% -$45.6K 0.01% 820
2024
Q4 		$462K Buy
1,475
+72
+5% +$22.1K 0.01% 842
2024
Q3 		$413K Buy
+1,403
New +$392K 0.01% 854

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

Benjamin Edwards Inc's WTW Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Willis Towers Watson (WTW) stake by 35% in Q1 2026, selling an estimated $444K and leaving 2,660 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #846.

Benjamin Edwards Inc first reported a position in WTW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Benjamin Edwards Inc held 2,660 shares of Willis Towers Watson worth $773K as of Q1 2026.
  • Benjamin Edwards Inc sold 1,447 Willis Towers Watson shares in Q1 2026, an estimated $444K.
  • Willis Towers Watson made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #846 holding.
  • Benjamin Edwards Inc first reported a position in Willis Towers Watson in Q3 2024 and has held it in 7 quarters since.
  • Benjamin Edwards Inc's Willis Towers Watson position peaked at $1.35M in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.