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 Q2	$800K	Buy	3,060 +400	+15%	+$107K	0.01%	883
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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin Edwards Inc's WTW Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Willis Towers Watson (WTW) stake by 15% in Q2 2026, buying an estimated $107K and bringing the position to 3,060 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #883.

Benjamin Edwards Inc first reported a position in WTW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q4 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Benjamin Edwards Inc held 3,060 shares of Willis Towers Watson worth $800K as of Q2 2026.
Benjamin Edwards Inc bought 400 Willis Towers Watson shares in Q2 2026, an estimated $107K.
Willis Towers Watson made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #883 holding.
Benjamin Edwards Inc first reported a position in Willis Towers Watson in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Willis Towers Watson position peaked at $1.35M in Q4 2025.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.