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IFC Advisors’s Willis Towers Watson WTW Stock Holding History

IFC 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 		$2.27M Sell
8,678
-3,525
-29% -$943K 0.29% 53
2026
Q1 		$3.55M Buy
12,203
+68
+0.6% +$20.9K 0.51% 34
2025
Q4 		$3.99M Hold
12,135
– – 0.58% 34
2025
Q3 		$4.19M Hold
12,135
– – 0.77% 25
2025
Q2 		$3.72M Hold
12,135
– – 0.7% 28
2025
Q1 		$4.1M Buy
+12,135
New +$3.96M 0.86% 23

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 $3.37T AUM 44.26% 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

IFC Advisors's WTW Position: Q2 2026 in Review

IFC Advisors reduced its Willis Towers Watson (WTW) stake by 29% in Q2 2026, selling an estimated $943K and leaving 8,678 shares worth $2.27M. The position accounts for 0.29% of the portfolio, ranked #53.

IFC Advisors first reported a position in WTW in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.19M in Q3 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • IFC Advisors held 8,678 shares of Willis Towers Watson worth $2.27M as of Q2 2026.
  • IFC Advisors sold 3,525 Willis Towers Watson shares in Q2 2026, an estimated $943K.
  • Willis Towers Watson made up 0.29% of IFC Advisors's portfolio in Q2 2026, its #53 holding.
  • IFC Advisors first reported a position in Willis Towers Watson in Q1 2025 and has held it in 6 quarters since.
  • IFC Advisors's Willis Towers Watson position peaked at $4.19M in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.