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Benson Wealth Management’s Willis Towers Watson WTW Stock Holding History

Benson Wealth 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 		$1.83K Hold
7
– – ﹤0.01% 293
2026
Q1 		$2.04K Buy
+7
New +$2.15K ﹤0.01% 274

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 $59.9B AUM 27.01% 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

Benson Wealth Management's WTW Position: Q2 2026 in Review

Benson Wealth Management held its Willis Towers Watson (WTW) position steady in Q2 2026 at 7 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Benson Wealth Management first reported a position in WTW in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.04K in Q1 2026. 686 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Benson Wealth Management held 7 shares of Willis Towers Watson worth $1.83K as of Q2 2026.
  • Benson Wealth Management left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up ﹤0.01% of Benson Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Benson Wealth Management first reported a position in Willis Towers Watson in Q1 2026 and has held it in 2 quarters since.
  • Benson Wealth Management's Willis Towers Watson position peaked at $2.04K in Q1 2026.
  • 686 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.