Janney Montgomery Scott
WTW icon

Janney Montgomery Scott’s Willis Towers Watson WTW Stock Holding History

Janney Montgomery Scott’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 		$427K Sell
1,468
-1,521
-51% -$467K ﹤0.01% 2147
2025
Q4 		$982K Sell
2,989
-307
-9% -$101K ﹤0.01% 1738
2025
Q3 		$1.14M Sell
3,296
-567
-15% -$184K ﹤0.01% 1621
2025
Q2 		$1.18M Buy
3,863
+1,322
+52% +$410K ﹤0.01% 1482
2025
Q1 		$859K Buy
2,541
+54
+2% +$17.6K ﹤0.01% 1641
2024
Q4 		$779K Buy
2,487
+70
+3% +$21.5K ﹤0.01% 1719
2024
Q3 		$712K Buy
2,417
+298
+14% +$83.4K ﹤0.01% 1730
2024
Q2 		$555K Buy
2,119
+35
+2% +$9.04K ﹤0.01% 1808
2024
Q1 		$573K Sell
2,084
-198
-9% -$52.1K ﹤0.01% 1894
2023
Q4 		$551K Sell
2,282
-1,909
-46% -$441K ﹤0.01% 1827
2023
Q3 		$876K Sell
4,191
-6,965
-62% -$1.49M ﹤0.01% 1413
2023
Q2 		$2.63M Sell
11,156
-1,939
-15% -$447K 0.01% 952
2023
Q1 		$3.04M Buy
13,095
+2,114
+19% +$511K 0.01% 808
2022
Q4 		$2.69M Sell
10,981
-1,006
-8% -$230K 0.01% 891
2022
Q3 		$2.41M Buy
11,987
+303
+3% +$62.5K 0.01% 892
2022
Q2 		$2.31M Sell
11,684
-155
-1% -$33.2K 0.01% 870
2022
Q1 		$2.8M Sell
11,839
-99
-0.8% -$22.7K 0.01% 783
2021
Q4 		$2.83M Sell
11,938
-1,579
-12% -$374K 0.01% 814
2021
Q3 		$3.14M Buy
13,517
+10,583
+361% +$2.36M 0.01% 762
2021
Q2 		$675K Sell
2,934
-28
-0.9% -$6.96K ﹤0.01% 1466
2021
Q1 		$678K Sell
2,962
-344
-10% -$75K ﹤0.01% 1394
2020
Q4 		$697K Sell
3,306
-30
-0.9% -$6.18K ﹤0.01% 1374
2020
Q3 		$697K Sell
3,336
-53
-2% -$10.8K ﹤0.01% 1265
2020
Q2 		$668K Sell
3,389
-2,023
-37% -$387K ﹤0.01% 1230
2020
Q1 		$919K Sell
5,412
-381
-7% -$74.9K 0.01% 959
2019
Q4 		$1.17M Sell
5,793
-29
-0.5% -$5.56K 0.01% 1002
2019
Q3 		$1.12M Buy
5,822
+5
+0.1% +$977 0.01% 979
2019
Q2 		$1.11M Buy
5,817
+327
+6% +$59.2K 0.01% 996
2019
Q1 		$964K Sell
5,490
-942
-15% -$156K 0.01% 1050
2018
Q4 		$977K Buy
6,432
+319
+5% +$47.7K 0.01% 947
2018
Q3 		$862K Buy
6,113
+123
+2% +$18.6K 0.01% 1120
2018
Q2 		$908K Buy
5,990
+915
+18% +$139K 0.01% 1031
2018
Q1 		$772K Buy
5,075
+549
+12% +$86.2K 0.01% 1085
2017
Q4 		$682K Buy
4,526
+33
+0.7% +$5.21K 0.01% 1144
2017
Q3 		$693K Sell
4,493
-468
-9% -$69.9K 0.01% 1099
2017
Q2 		$722K Buy
4,961
+886
+22% +$124K 0.01% 1024
2017
Q1 		$533K Buy
4,075
+1,260
+45% +$160K 0.01% 1128
2016
Q4 		$344K Buy
2,815
+427
+18% +$53.2K 0.01% 1250
2016
Q3 		$317K Buy
+2,388
New +$297K 0.01% 1167

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

Janney Montgomery Scott's WTW Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Willis Towers Watson (WTW) stake by 51% in Q1 2026, selling an estimated $467K and leaving 1,468 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Janney Montgomery Scott first reported a position in WTW in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.14M in Q3 2021. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Janney Montgomery Scott held 1,468 shares of Willis Towers Watson worth $427K as of Q1 2026.
  • Janney Montgomery Scott sold 1,521 Willis Towers Watson shares in Q1 2026, an estimated $467K.
  • Willis Towers Watson made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2147 holding.
  • Janney Montgomery Scott first reported a position in Willis Towers Watson in Q3 2016 and has held it in 39 quarters since.
  • Janney Montgomery Scott's Willis Towers Watson position peaked at $3.14M in Q3 2021.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.