Financial Freedom LLC’s Willis Towers Watson WTW Stock Holding History

Financial Freedom 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	$204K	Buy	701 +2	+0.3%	+$614	0.1%	104
2025 Q4	$230K	Sell	699 -718	-51%	-$235K	0.11%	99
2025 Q3	$489K	Buy	1,417 +524	+59%	+$170K	0.24%	66
2025 Q2	$274K	Buy	893 +3	+0.3%	+$930	0.15%	90
2025 Q1	$301K	Buy	890 +2	+0.2%	+$652	0.17%	77
2024 Q4	$278K	Sell	888 -189	-18%	-$58K	0.15%	77
2024 Q3	$317K	Buy	1,077 +4	+0.4%	+$1.12K	0.17%	75
2024 Q2	$281K	Buy	1,073 +93	+9%	+$24K	0.16%	83
2024 Q1	$269K	Buy	980 +572	+140%	+$150K	0.16%	86
2023 Q4	$98.3K	Buy	408 +2	+0.5%	+$462	0.06%	126
2023 Q3	$84.8K	Buy	406 +2	+0.5%	+$427	0.06%	129
2023 Q2	$95.2K	Buy	404 +1	+0.2%	+$230	0.07%	121
2023 Q1	$93.7K	Buy	403 +1	+0.2%	+$242	0.07%	120
2022 Q4	$98.3K	Buy	+402	New	+$91.9K	0.07%	113

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

Financial Freedom LLC's WTW Position: Q1 2026 in Review

Financial Freedom LLC increased its Willis Towers Watson (WTW) stake by 0.29% in Q1 2026, buying an estimated $614 and bringing the position to 701 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #104.

Financial Freedom LLC first reported a position in WTW in Q4 2022 and has held it in 14 quarters since. The position peaked at $489K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Financial Freedom LLC held 701 shares of Willis Towers Watson worth $204K as of Q1 2026.
Financial Freedom LLC bought 2 Willis Towers Watson shares in Q1 2026, an estimated $614.
Willis Towers Watson made up 0.1% of Financial Freedom LLC's portfolio in Q1 2026, its #104 holding.
Financial Freedom LLC first reported a position in Willis Towers Watson in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Willis Towers Watson position peaked at $489K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.