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Dogwood Wealth Management’s Willis Towers Watson WTW Stock Holding History

Dogwood Wealth Management’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
-5
Closed -$1.45K – 937
2026
Q1 		$1.45K Buy
+5
New +$1.53K ﹤0.01% 707
2025
Q4 		– Sell
-1
Closed -$345 – 827
2025
Q3 		$345 Buy
+1
New +$324 ﹤0.01% 671
2025
Q2 		– Sell
-7
Closed -$2.37K – 740
2025
Q1 		$2.37K Buy
+7
New +$2.28K ﹤0.01% 319

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

Dogwood Wealth Management's WTW Position: Q2 2026 in Review

Dogwood Wealth Management sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 5 shares — an estimated $1.45K sold.

Dogwood Wealth Management first reported a position in WTW in Q1 2025 and held it in 3 quarters. The position peaked at $2.37K in Q1 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Dogwood Wealth Management reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 5 Willis Towers Watson shares in Q2 2026, an estimated $1.45K.
  • Dogwood Wealth Management first reported a position in Willis Towers Watson in Q1 2025 and held it in 3 quarters.
  • Dogwood Wealth Management's Willis Towers Watson position peaked at $2.37K in Q1 2025.
  • 114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.