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Essential Partners’s Willis Towers Watson WTW Stock Holding History

Essential Partners’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 		$1.04K Sell
4
-35
-90% -$9.36K ﹤0.01% 2232
2026
Q1 		$11.3K Sell
39
-146
-79% -$44.8K ﹤0.01% 1198
2025
Q4 		$60.8K Buy
185
+4
+2% +$1.31K 0.02% 563
2025
Q3 		$62.5K Hold
181
– – 0.02% 546
2025
Q2 		$55.5K Buy
+181
New +$56.1K 0.02% 453

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

Essential Partners's WTW Position: Q2 2026 in Review

Essential Partners reduced its Willis Towers Watson (WTW) stake by 90% in Q2 2026, selling an estimated $9.36K and leaving 4 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

Essential Partners first reported a position in WTW in Q2 2025 and has held it in 5 quarters since. The position peaked at $62.5K in Q3 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Essential Partners held 4 shares of Willis Towers Watson worth $1.04K as of Q2 2026.
  • Essential Partners sold 35 Willis Towers Watson shares in Q2 2026, an estimated $9.36K.
  • Willis Towers Watson made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2232 holding.
  • Essential Partners first reported a position in Willis Towers Watson in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Willis Towers Watson position peaked at $62.5K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.