JNBA Financial Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $102K | Sell |
350
-25
| -7% | -$7.67K | 0.01% | 234 |
|
|
2025
Q4 | $123K | Hold |
375
| – | – | 0.01% | 220 |
|
|
2025
Q3 | $130K | Hold |
375
| – | – | 0.01% | 208 |
|
|
2025
Q2 | $115K | Hold |
375
| – | – | 0.01% | 208 |
|
|
2025
Q1 | $127K | Sell |
375
-125
| -25% | -$40.7K | 0.01% | 203 |
|
|
2024
Q4 | $157K | Hold |
500
| – | – | 0.02% | 185 |
|
|
2024
Q3 | $147K | Sell |
500
-75
| -13% | -$21K | 0.01% | 194 |
|
|
2024
Q2 | $151K | Sell |
575
-75
| -12% | -$19.4K | 0.02% | 197 |
|
|
2024
Q1 | $179K | Sell |
650
-90
| -12% | -$23.7K | 0.02% | 191 |
|
|
2023
Q4 | $178K | Sell |
740
-35
| -5% | -$8.09K | 0.02% | 196 |
|
|
2023
Q3 | $162K | Hold |
775
| – | – | 0.02% | 200 |
|
|
2023
Q2 | $183K | Sell |
775
-25
| -3% | -$5.76K | 0.02% | 197 |
|
|
2023
Q1 | $186K | Sell |
800
-100
| -11% | -$24.2K | 0.02% | 192 |
|
|
2022
Q4 | $220K | Hold |
900
| – | – | 0.03% | 180 |
|
|
2022
Q3 | $181K | Hold |
900
| – | – | 0.03% | 186 |
|
|
2022
Q2 | $178K | Sell |
900
-75
| -8% | -$16.1K | 0.03% | 188 |
|
|
2022
Q1 | $230K | Sell |
975
-125
| -11% | -$28.6K | 0.03% | 179 |
|
|
2021
Q4 | $261K | Sell |
1,100
-76
| -6% | -$18K | 0.03% | 175 |
|
|
2021
Q3 | $273K | Hold |
1,176
| – | – | 0.04% | 169 |
|
|
2021
Q2 | $271K | Hold |
1,176
| – | – | 0.04% | 168 |
|
|
2021
Q1 | $269K | Hold |
1,176
| – | – | 0.04% | 164 |
|
|
2020
Q4 | $248K | Hold |
1,176
| – | – | 0.04% | 155 |
|
|
2020
Q3 | $246K | Hold |
1,176
| – | – | 0.05% | 141 |
|
|
2020
Q2 | $232K | Sell |
1,176
-24
| -2% | -$4.59K | 0.05% | 142 |
|
|
2020
Q1 | $204K | Sell |
1,200
-100
| -8% | -$19.7K | 0.05% | 136 |
|
|
2019
Q4 | $263K | Hold |
1,300
| – | – | 0.05% | 139 |
|
|
2019
Q3 | $251K | Hold |
1,300
| – | – | 0.05% | 133 |
|
|
2019
Q2 | $249K | Hold |
1,300
| – | – | 0.05% | 136 |
|
|
2019
Q1 | $228K | Hold |
1,300
| – | – | 0.05% | 139 |
|
|
2018
Q4 | $197K | Buy |
+1,300
| New | +$195K | 0.04% | 129 |
|
|
2018
Q3 | – | Sell |
-1,300
| Closed | -$197K | – | 722 |
|
|
2018
Q2 | $197K | Hold |
1,300
| – | – | 0.04% | 129 |
|
|
2018
Q1 | $198K | Sell |
1,300
-100
| -7% | -$15.7K | 0.04% | 127 |
|
|
2017
Q4 | $211K | Hold |
1,400
| – | – | 0.04% | 124 |
|
|
2017
Q3 | $216K | Hold |
1,400
| – | – | 0.05% | 114 |
|
|
2017
Q2 | $204K | Hold |
1,400
| – | – | 0.05% | 113 |
|
|
2017
Q1 | $183K | Sell |
1,400
-175
| -11% | -$22.3K | 0.04% | 122 |
|
|
2016
Q4 | $193K | Buy |
1,575
+376
| +31% | +$46.9K | 0.05% | 115 |
|
|
2016
Q3 | $159K | Sell |
1,199
-551
| -31% | -$68.6K | 0.02% | 268 |
|
|
2016
Q2 | $218K | Hold |
1,750
| – | – | 0.06% | 108 |
|
|
2016
Q1 | $208K | Buy |
+1,750
| New | +$201K | 0.07% | 96 |
|
Other funds holding WTW
VCM
VPM
JNBA Financial Advisors's WTW Position: Q1 2026 in Review
JNBA Financial Advisors reduced its Willis Towers Watson (WTW) stake by 6.7% in Q1 2026, selling an estimated $7.67K and leaving 350 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #234.
JNBA Financial Advisors first reported a position in WTW in Q1 2016 and has held it in 40 quarters since. The position peaked at $273K in Q3 2021. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.
- JNBA Financial Advisors held 350 shares of Willis Towers Watson worth $102K as of Q1 2026.
- JNBA Financial Advisors sold 25 Willis Towers Watson shares in Q1 2026, an estimated $7.67K.
- Willis Towers Watson made up 0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #234 holding.
- JNBA Financial Advisors first reported a position in Willis Towers Watson in Q1 2016 and has held it in 40 quarters since.
- JNBA Financial Advisors's Willis Towers Watson position peaked at $273K in Q3 2021.
- 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.
Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.