Greenleaf Trust’s Willis Towers Watson WTW Stock Holding History
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
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. 692 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.
- 692 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.