Independent Advisor Alliance’s Willis Towers Watson WTW Stock Holding History

Independent Advisor Alliance’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	$237K	Buy	+906	New	+$242K	0.01%	910

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Advisor Alliance's WTW Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Willis Towers Watson (WTW) in Q2 2026: 906 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #910 among its holdings.

689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Independent Advisor Alliance held 906 shares of Willis Towers Watson worth $237K as of Q2 2026.
Willis Towers Watson was a new Independent Advisor Alliance position in Q2 2026.
Willis Towers Watson made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #910 holding.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.