HWM
WTW icon

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
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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HB Wealth Management's WTW Position: Q1 2026 in Review

HB Wealth Management increased its Willis Towers Watson (WTW) stake by 2.3% in Q1 2026, buying an estimated $22.7K and bringing the position to 3,243 shares worth $943K. The position accounts for 0.01% of the portfolio, ranked #690.

HB Wealth Management first reported a position in WTW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.1M in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • HB Wealth Management held 3,243 shares of Willis Towers Watson worth $943K as of Q1 2026.
  • HB Wealth Management bought 74 Willis Towers Watson shares in Q1 2026, an estimated $22.7K.
  • Willis Towers Watson made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #690 holding.
  • HB Wealth Management first reported a position in Willis Towers Watson in Q4 2023 and has held it in 10 quarters since.
  • HB Wealth Management's Willis Towers Watson position peaked at $1.1M in Q1 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.