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Brighton Jones LLC’s Willis Towers Watson WTW Stock Holding History

Brighton Jones LLC’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 		$650K Buy
+2,237
New +$686K 0.01% 591
2025
Q4 		– Sell
-2,239
Closed -$773K – 982
2025
Q3 		$773K Buy
2,239
+88
+4% +$28.5K 0.02% 476
2025
Q2 		$659K Buy
2,151
+743
+53% +$230K 0.02% 449
2025
Q1 		$476K Buy
1,408
+40
+3% +$13K 0.02% 401
2024
Q4 		$429K Buy
1,368
+61
+5% +$18.7K 0.01% 432
2024
Q3 		$385K Sell
1,307
-263
-17% -$73.6K 0.01% 371
2024
Q2 		$412K Buy
1,570
+304
+24% +$78.5K 0.01% 394
2024
Q1 		$348K Buy
1,266
+33
+3% +$8.68K 0.01% 426
2023
Q4 		$297K Sell
1,233
-20
-2% -$4.63K 0.01% 446
2023
Q3 		$262K Buy
1,253
+52
+4% +$11.1K 0.01% 432
2023
Q2 		$283K Buy
1,201
+39
+3% +$8.99K 0.01% 415
2023
Q1 		$270K Buy
1,162
+19
+2% +$4.59K 0.02% 405
2022
Q4 		$280K Buy
+1,143
New +$261K 0.02% 354
2020
Q4 		– Sell
-962
Closed -$201K – 404
2020
Q3 		$201K Buy
+962
New +$196K 0.01% 314
2020
Q2 		– Sell
-1,761
Closed -$299K – 314
2020
Q1 		$299K Buy
1,761
+5
+0.3% +$983 0.03% 211
2019
Q4 		$355K Buy
1,756
+6
+0.3% +$1.15K 0.04% 213
2019
Q3 		$338K Buy
1,750
+339
+24% +$66.2K 0.04% 216
2019
Q2 		$270K Buy
+1,411
New +$256K 0.03% 241

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 $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 $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Brighton Jones LLC's WTW Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Willis Towers Watson (WTW) in Q1 2026: 2,237 shares worth $650K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in WTW as recently as Q3 2025.

Brighton Jones LLC first reported a position in WTW in Q2 2019 and has held it in 18 quarters since. The position peaked at $773K in Q3 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Brighton Jones LLC held 2,237 shares of Willis Towers Watson worth $650K as of Q1 2026.
  • Willis Towers Watson was a new Brighton Jones LLC position in Q1 2026.
  • Willis Towers Watson made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #591 holding.
  • Brighton Jones LLC first reported a position in Willis Towers Watson in Q2 2019 and has held it in 18 quarters since.
  • Brighton Jones LLC's Willis Towers Watson position peaked at $773K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.