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Bruce G. Allen Investments’s Willis Towers Watson WTW Stock Holding History

Bruce G. Allen Investments’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 		$12.5K Buy
48
+1
+2% +$268 0.01% 458
2026
Q1 		$13.7K Hold
47
– – 0.01% 447
2025
Q4 		$15.4K Hold
47
– – 0.01% 427
2025
Q3 		$16.2K Hold
47
– – 0.01% 424
2025
Q2 		$14.4K Sell
47
-5
-10% -$1.55K 0.01% 430
2025
Q1 		$17.6K Hold
52
– – 0.01% 388
2024
Q4 		$16.3K Buy
52
+5
+11% +$1.53K 0.01% 411
2024
Q3 		$13.8K Hold
47
– – 0.01% 437
2024
Q2 		$12.3K Hold
47
– – 0.01% 437
2024
Q1 		$12.9K Hold
47
– – 0.01% 434
2023
Q4 		$11.3K Buy
+47
New +$10.9K 0.01% 455

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 $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bruce G. Allen Investments's WTW Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Willis Towers Watson (WTW) stake by 2.1% in Q2 2026, buying an estimated $268 and bringing the position to 48 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #458.

Bruce G. Allen Investments first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.6K in Q1 2025. 694 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Bruce G. Allen Investments held 48 shares of Willis Towers Watson worth $12.5K as of Q2 2026.
  • Bruce G. Allen Investments bought 1 Willis Towers Watson share in Q2 2026, an estimated $268.
  • Willis Towers Watson made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #458 holding.
  • Bruce G. Allen Investments first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Willis Towers Watson position peaked at $17.6K in Q1 2025.
  • 694 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.