Goodman Advisory Group
WTW icon

Goodman Advisory Group’s Willis Towers Watson WTW Stock Holding History

Goodman Advisory Group’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
Q3 		$84.5K Buy
+293
New +$92.6K 0.02% 85
2026
Q2 		– Sell
-293
Closed -$85.2K – 178
2026
Q1 		$85.2K Sell
293
-17
-5% -$5.22K 0.02% 102
2025
Q4 		$102K Sell
310
-7
-2% -$2.29K 0.03% 85
2025
Q3 		$110K Sell
317
-9
-3% -$2.92K 0.03% 84
2025
Q2 		$100K Hold
326
– – 0.03% 75
2025
Q1 		$110K Buy
+326
New +$106K 0.03% 89
2024
Q4 		– Sell
-687
Closed -$202K – 188
2024
Q3 		$202K Sell
687
-35
-5% -$9.8K 0.06% 84
2024
Q2 		$189K Buy
+722
New +$186K 0.06% 87

Other funds holding WTW

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 $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Goodman Advisory Group's WTW Position: Q3 2026 in Review

Goodman Advisory Group opened a new position in Willis Towers Watson (WTW) in Q3 2026: 293 shares worth $84.5K. The stake represents 0.02% of the portfolio and ranks #85 among its holdings. This is a return to the name: Goodman Advisory Group previously reported a position in WTW as recently as Q1 2026.

Goodman Advisory Group first reported a position in WTW in Q2 2024 and has held it in 8 quarters since. The position peaked at $202K in Q3 2024. 474 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Goodman Advisory Group held 293 shares of Willis Towers Watson worth $84.5K as of Q3 2026.
  • Willis Towers Watson was a new Goodman Advisory Group position in Q3 2026.
  • Willis Towers Watson made up 0.02% of Goodman Advisory Group's portfolio in Q3 2026, its #85 holding.
  • Goodman Advisory Group first reported a position in Willis Towers Watson in Q2 2024 and has held it in 8 quarters since.
  • Goodman Advisory Group's Willis Towers Watson position peaked at $202K in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Goodman Advisory Group's 13F filing for Q3 2026, filed 2 Nov 2026.