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HB Wealth Management’s Willis Towers Watson WTW Stock Holding History

HB Wealth Management’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 		$848K Buy
3,245
+2
+0.1% +$535 ﹤0.01% 817
2026
Q1 		$943K Buy
3,243
+74
+2% +$22.7K 0.01% 690
2025
Q4 		$1.04M Buy
3,169
+117
+4% +$38.3K 0.01% 610
2025
Q3 		$1.05M Buy
3,052
+105
+4% +$34K 0.01% 589
2025
Q2 		$903K Sell
2,947
-318
-10% -$98.6K 0.01% 562
2025
Q1 		$1.1M Buy
3,265
+222
+7% +$72.4K 0.01% 513
2024
Q4 		$953K Buy
3,043
+130
+4% +$39.9K 0.01% 420
2024
Q3 		$858K Sell
2,913
-337
-10% -$94.3K 0.01% 433
2024
Q2 		$852K Buy
3,250
+2,242
+222% +$579K 0.01% 402
2024
Q1 		$277K Buy
1,008
+57
+6% +$15K ﹤0.01% 688
2023
Q4 		$229K Buy
+951
New +$220K ﹤0.01% 698

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 $3.38T 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 $1.88T AUM 44.46% 1-Year Est. Return

HB Wealth Management's WTW Position: Q2 2026 in Review

HB Wealth Management increased its Willis Towers Watson (WTW) stake by 0.06% in Q2 2026, buying an estimated $535 and bringing the position to 3,245 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

HB Wealth Management first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q1 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • HB Wealth Management held 3,245 shares of Willis Towers Watson worth $848K as of Q2 2026.
  • HB Wealth Management bought 2 Willis Towers Watson shares in Q2 2026, an estimated $535.
  • Willis Towers Watson made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #817 holding.
  • HB Wealth Management first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
  • HB Wealth Management's Willis Towers Watson position peaked at $1.1M in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.