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HFM Investment Advisors’s Willis Towers Watson WTW Stock Holding History

HFM Investment Advisors’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 		$2.09K Buy
8
+5
+167% +$1.34K ﹤0.01% 443
2026
Q1 		$872 Sell
3
-2
-40% -$614 ﹤0.01% 457
2025
Q4 		$1.64K Hold
5
– – ﹤0.01% 331
2025
Q3 		$1.73K Buy
5
+2
+67% +$648 ﹤0.01% 217
2025
Q2 		$920 Buy
3
+1
+50% +$310 ﹤0.01% 393
2025
Q1 		$676 Buy
+2
New +$652 ﹤0.01% 223

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

HFM Investment Advisors's WTW Position: Q2 2026 in Review

HFM Investment Advisors increased its Willis Towers Watson (WTW) stake by 167% in Q2 2026, buying an estimated $1.34K and bringing the position to 8 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

HFM Investment Advisors first reported a position in WTW in Q1 2025 and has held it in 6 quarters since. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • HFM Investment Advisors held 8 shares of Willis Towers Watson worth $2.09K as of Q2 2026.
  • HFM Investment Advisors bought 5 Willis Towers Watson shares in Q2 2026, an estimated $1.34K.
  • Willis Towers Watson made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #443 holding.
  • HFM Investment Advisors first reported a position in Willis Towers Watson in Q1 2025 and has held it in 6 quarters since.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.