DHJJ Financial Advisors’s Willis Towers Watson WTW Stock Holding History

DHJJ Financial Advisors’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	$446K	Hold	1,535	–	–	0.15%	111
2025 Q4	$504K	Hold	1,535	–	–	0.17%	101
2025 Q3	$530K	Hold	1,535	–	–	0.18%	95
2025 Q2	$470K	Sell	1,535 -215	-12%	-$66.7K	0.17%	99
2025 Q1	$591K	Hold	1,750	–	–	0.24%	81
2024 Q4	$548K	Hold	1,750	–	–	0.21%	84
2024 Q3	$515K	Hold	1,750	–	–	0.2%	90
2024 Q2	$459K	Sell	1,750 -2	-0.1%	-$516	0.19%	91
2024 Q1	$482K	Hold	1,752	–	–	0.21%	83
2023 Q4	$423K	Hold	1,752	–	–	0.2%	87
2023 Q3	$366K	Hold	1,752	–	–	0.19%	90
2023 Q2	$413K	Hold	1,752	–	–	0.21%	92
2023 Q1	$407K	Hold	1,752	–	–	0.22%	88
2022 Q4	$429K	Hold	1,752	–	–	0.25%	87
2022 Q3	$352K	Hold	1,752	–	–	0.21%	92
2022 Q2	$346K	Hold	1,752	–	–	0.19%	95
2022 Q1	$416K	Hold	1,752	–	–	0.2%	91
2021 Q4	$416K	Sell	1,752 -311	-15%	-$73.6K	0.2%	91
2021 Q3	$480K	Hold	2,063	–	–	0.25%	77
2021 Q2	$475K	Hold	2,063	–	–	0.25%	76
2021 Q1	$472K	Buy	+2,063	New	+$450K	0.27%	67

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DHJJ Financial Advisors's WTW Position: Q1 2026 in Review

DHJJ Financial Advisors held its Willis Towers Watson (WTW) position steady in Q1 2026 at 1,535 shares worth $446K. The position accounts for 0.15% of the portfolio, ranked #111.

DHJJ Financial Advisors first reported a position in WTW in Q1 2021 and has held it in 21 quarters since. The position peaked at $591K in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

DHJJ Financial Advisors held 1,535 shares of Willis Towers Watson worth $446K as of Q1 2026.
DHJJ Financial Advisors left its Willis Towers Watson share count unchanged in Q1 2026.
Willis Towers Watson made up 0.15% of DHJJ Financial Advisors's portfolio in Q1 2026, its #111 holding.
DHJJ Financial Advisors first reported a position in Willis Towers Watson in Q1 2021 and has held it in 21 quarters since.
DHJJ Financial Advisors's Willis Towers Watson position peaked at $591K in Q1 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.