BPI
WTW icon

BFC Planning, Inc.’s Willis Towers Watson WTW Stock Holding History

BFC Planning, Inc.’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 		$2.88K Hold
11
– – ﹤0.01% 2888
2026
Q1 		$3.2K Sell
11
-1
-8% -$307 ﹤0.01% 2471
2025
Q4 		$3.94K Sell
12
-10
-45% -$3.27K ﹤0.01% 2442
2025
Q3 		$7.6K Sell
22
-27
-55% -$8.74K ﹤0.01% 2046
2025
Q2 		$15K Buy
49
+35
+250% +$10.9K ﹤0.01% 1631
2025
Q1 		$4.73K Buy
+14
New +$4.56K ﹤0.01% 2032

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 $63.7B AUM 20.33% 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 $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s WTW Position: Q2 2026 in Review

BFC Planning, Inc. held its Willis Towers Watson (WTW) position steady in Q2 2026 at 11 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2888.

BFC Planning, Inc. first reported a position in WTW in Q1 2025 and has held it in 6 quarters since. The position peaked at $15K in Q2 2025. 698 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • BFC Planning, Inc. held 11 shares of Willis Towers Watson worth $2.88K as of Q2 2026.
  • BFC Planning, Inc. left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2888 holding.
  • BFC Planning, Inc. first reported a position in Willis Towers Watson in Q1 2025 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s Willis Towers Watson position peaked at $15K in Q2 2025.
  • 698 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.