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Blue Trust Inc’s Willis Towers Watson WTW Stock Holding History

Blue Trust 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 		$514K Buy
1,968
+180
+10% +$48.2K 0.01% 473
2026
Q1 		$519K Buy
1,788
+3
+0.2% +$920 0.01% 470
2025
Q4 		$587K Sell
1,785
-105
-6% -$34.4K 0.01% 432
2025
Q3 		$653K Buy
1,890
+85
+5% +$27.5K 0.01% 402
2025
Q2 		$553K Buy
1,805
+8
+0.4% +$2.48K 0.01% 414
2025
Q1 		$607K Buy
1,797
+147
+9% +$47.9K 0.01% 363
2024
Q4 		$517K Sell
1,650
-703
-30% -$216K 0.01% 372
2024
Q3 		$617K Buy
2,353
+472
+25% +$132K 0.01% 390
2024
Q2 		$517K Buy
1,881
+403
+27% +$104K 0.01% 369
2024
Q1 		$406K Buy
1,478
+432
+41% +$114K 0.01% 313
2023
Q4 		$219K Buy
1,046
+125
+14% +$28.9K ﹤0.01% 423
2023
Q3 		$217K Buy
921
+688
+295% +$147K ﹤0.01% 414
2023
Q2 		$54K Sell
233
-1,404
-86% -$324K ﹤0.01% 674
2023
Q1 		$400K Buy
1,637
+615
+60% +$149K 0.01% 337
2022
Q4 		$205K Buy
1,022
+518
+103% +$118K ﹤0.01% 444
2022
Q3 		$99K Buy
504
+497
+7,100% +$103K ﹤0.01% 534
2022
Q2 		$1K Buy
+7
New +$1.5K ﹤0.01% 1848

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

Blue Trust Inc's WTW Position: Q2 2026 in Review

Blue Trust Inc increased its Willis Towers Watson (WTW) stake by 10% in Q2 2026, buying an estimated $48.2K and bringing the position to 1,968 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #473.

Blue Trust Inc first reported a position in WTW in Q2 2022 and has held it in 17 quarters since. The position peaked at $653K in Q3 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Blue Trust Inc held 1,968 shares of Willis Towers Watson worth $514K as of Q2 2026.
  • Blue Trust Inc bought 180 Willis Towers Watson shares in Q2 2026, an estimated $48.2K.
  • Willis Towers Watson made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #473 holding.
  • Blue Trust Inc first reported a position in Willis Towers Watson in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Willis Towers Watson position peaked at $653K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.