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Financial Management Professionals’s Willis Towers Watson WTW Stock Holding History

Financial Management Professionals’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 		$4.98K Hold
19
– – ﹤0.01% 690
2026
Q1 		$5.54K Hold
19
– – ﹤0.01% 610
2025
Q4 		$6.26K Hold
19
– – ﹤0.01% 594
2025
Q3 		$6.58K Hold
19
– – ﹤0.01% 571
2025
Q2 		$5.84K Hold
19
– – ﹤0.01% 611
2025
Q1 		$6.42K Sell
19
-2
-10% -$652 ﹤0.01% 596
2024
Q4 		$6.58K Hold
21
– – ﹤0.01% 577
2024
Q3 		$6K Buy
21
+3
+17% +$839 ﹤0.01% 619
2024
Q2 		$5K Hold
18
– – ﹤0.01% 599
2024
Q1 		$5K Sell
18
-13
-42% -$3.42K ﹤0.01% 657
2023
Q4 		$7K Hold
31
– – ﹤0.01% 619
2023
Q3 		$6K Buy
31
+5
+19% +$1.07K ﹤0.01% 585
2023
Q2 		$6K Hold
26
– – ﹤0.01% 640
2023
Q1 		$6K Sell
26
-10
-28% -$2.42K ﹤0.01% 666
2022
Q4 		$9K Buy
36
+10
+38% +$2.29K ﹤0.01% 535
2022
Q3 		$5K Hold
26
– – ﹤0.01% 613
2022
Q2 		$5K Sell
26
-4
-13% -$858 ﹤0.01% 633
2022
Q1 		$7K Buy
30
+4
+15% +$916 ﹤0.01% 594
2021
Q4 		$6K Hold
26
– – ﹤0.01% 576
2021
Q3 		$6K Hold
26
– – ﹤0.01% 577
2021
Q2 		$6K Sell
26
-7
-21% -$1.74K ﹤0.01% 500
2021
Q1 		$8K Buy
33
+7
+27% +$1.52K ﹤0.01% 417
2020
Q4 		$5K Hold
26
– – ﹤0.01% 457
2020
Q3 		$5K Hold
26
– – ﹤0.01% 418
2020
Q2 		$5K Buy
+26
New +$4.98K ﹤0.01% 399

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 $3.37T AUM 44.26% 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

Financial Management Professionals's WTW Position: Q2 2026 in Review

Financial Management Professionals held its Willis Towers Watson (WTW) position steady in Q2 2026 at 19 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Financial Management Professionals first reported a position in WTW in Q2 2020 and has held it in 25 quarters since. The position peaked at $9K in Q4 2022. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Financial Management Professionals held 19 shares of Willis Towers Watson worth $4.98K as of Q2 2026.
  • Financial Management Professionals left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #690 holding.
  • Financial Management Professionals first reported a position in Willis Towers Watson in Q2 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's Willis Towers Watson position peaked at $9K in Q4 2022.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.