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Greenleaf Trust’s Willis Towers Watson WTW Stock Holding History

Greenleaf Trust’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 		$235K Sell
899
-75
-8% -$20.1K ﹤0.01% 781
2026
Q1 		$283K Sell
974
-33
-3% -$10.1K ﹤0.01% 671
2025
Q4 		$331K Buy
1,007
+192
+24% +$62.9K ﹤0.01% 617
2025
Q3 		$282K Hold
815
– – ﹤0.01% 662
2025
Q2 		$250K Sell
815
-28
-3% -$8.68K ﹤0.01% 697
2025
Q1 		$285K Sell
843
-11
-1% -$3.58K ﹤0.01% 662
2024
Q4 		$268K Buy
854
+11
+1% +$3.37K ﹤0.01% 695
2024
Q3 		$248K Hold
843
– – ﹤0.01% 732
2024
Q2 		$221K Hold
843
– – ﹤0.01% 726
2024
Q1 		$232K Sell
843
-125
-13% -$32.9K ﹤0.01% 700
2023
Q4 		$233K Buy
+968
New +$224K ﹤0.01% 666
2023
Q3 		– Sell
-984
Closed -$232K – 783
2023
Q2 		$232K Sell
984
-95
-9% -$21.9K ﹤0.01% 682
2023
Q1 		$251K Sell
1,079
-18
-2% -$4.35K ﹤0.01% 655
2022
Q4 		$268K Buy
1,097
+26
+2% +$5.94K ﹤0.01% 621
2022
Q3 		$215K Sell
1,071
-581
-35% -$120K ﹤0.01% 649
2022
Q2 		$326K Buy
1,652
+34
+2% +$7.29K ﹤0.01% 524
2022
Q1 		$382K Buy
1,618
+46
+3% +$10.5K ﹤0.01% 500
2021
Q4 		$373K Sell
1,572
-87
-5% -$20.6K ﹤0.01% 528
2021
Q3 		$386K Sell
1,659
-16
-1% -$3.56K ﹤0.01% 492
2021
Q2 		$385K Buy
1,675
+54
+3% +$13.4K ﹤0.01% 481
2021
Q1 		$371K Buy
1,621
+262
+19% +$57.1K ﹤0.01% 472
2020
Q4 		$286K Sell
1,359
-15
-1% -$3.09K ﹤0.01% 474
2020
Q3 		$287K Buy
1,374
+48
+4% +$9.8K ﹤0.01% 429
2020
Q2 		$261K Buy
1,326
+138
+12% +$26.4K ﹤0.01% 436
2020
Q1 		$202K Buy
1,188
+59
+5% +$11.6K ﹤0.01% 428
2019
Q4 		$228K Buy
1,129
+12
+1% +$2.3K ﹤0.01% 480
2019
Q3 		$216K Buy
1,117
+62
+6% +$12.1K ﹤0.01% 503
2019
Q2 		$202K Buy
+1,055
New +$191K ﹤0.01% 510
2018
Q1 		– Sell
-94
Closed -$14K – 674
2017
Q4 		$14K Hold
94
– – ﹤0.01% 640
2017
Q3 		$14K Buy
+94
New +$14K ﹤0.01% 636

Other funds holding WTW

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Greenleaf Trust's WTW Position: Q2 2026 in Review

Greenleaf Trust reduced its Willis Towers Watson (WTW) stake by 7.7% in Q2 2026, selling an estimated $20.1K and leaving 899 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Greenleaf Trust first reported a position in WTW in Q3 2017 and has held it in 30 quarters since. The position peaked at $386K in Q3 2021. 219 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Greenleaf Trust held 899 shares of Willis Towers Watson worth $235K as of Q2 2026.
  • Greenleaf Trust sold 75 Willis Towers Watson shares in Q2 2026, an estimated $20.1K.
  • Willis Towers Watson made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #781 holding.
  • Greenleaf Trust first reported a position in Willis Towers Watson in Q3 2017 and has held it in 30 quarters since.
  • Greenleaf Trust's Willis Towers Watson position peaked at $386K in Q3 2021.
  • 219 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.