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Birch Financial Group’s Willis Towers Watson WTW Stock Holding History

Birch Financial Group’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 		– Sell
-707
Closed -$205K – 152
2026
Q1 		$205K Sell
707
-130
-16% -$39.9K 0.12% 131
2025
Q4 		$275K Buy
837
+1
+0.1% +$327 0.16% 106
2025
Q3 		$289K Buy
+836
New +$271K 0.17% 92

Other funds holding WTW

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Birch Financial Group's WTW Position: Q2 2026 in Review

Birch Financial Group sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 707 shares — an estimated $205K sold.

Birch Financial Group first reported a position in WTW in Q3 2025 and held it in 3 quarters. The position peaked at $289K in Q3 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Birch Financial Group reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Birch Financial Group sold 707 Willis Towers Watson shares in Q2 2026, an estimated $205K.
  • Birch Financial Group first reported a position in Willis Towers Watson in Q3 2025 and held it in 3 quarters.
  • Birch Financial Group's Willis Towers Watson position peaked at $289K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.