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Johnson Financial Group Inc (Wisconsin)’s Willis Towers Watson WTW Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$3.15K Sell
12
-102
-89% -$27.3K ﹤0.01% 728
2026
Q1 		$33.3K Sell
114
-142
-55% -$43.6K ﹤0.01% 515
2025
Q4 		$84.4K Sell
256
-3
-1% -$982 ﹤0.01% 434
2025
Q3 		$89.7K Buy
+259
New +$83.9K ﹤0.01% 465
2024
Q4 		– Sell
-338
Closed -$99.8K – 998
2024
Q3 		$99.8K Buy
338
+100
+42% +$28K ﹤0.01% 449
2024
Q2 		$62.6K Sell
238
-7
-3% -$1.81K ﹤0.01% 433
2024
Q1 		$67.6K Sell
245
-403
-62% -$106K ﹤0.01% 396
2023
Q4 		$157K Buy
+648
New +$150K 0.01% 321
2014
Q2 		– Sell
-462
Closed -$54K – 732
2014
Q1 		$54K Sell
462
-189
-29% -$21.5K 0.02% 366
2013
Q4 		$77K Hold
651
– – 0.02% 314
2013
Q3 		$75K Hold
651
– – 0.02% 347
2013
Q2 		$70K Buy
+651
New +$68.9K 0.02% 378

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

Johnson Financial Group Inc (Wisconsin)'s WTW Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Willis Towers Watson (WTW) stake by 89% in Q2 2026, selling an estimated $27.3K and leaving 12 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Johnson Financial Group Inc (Wisconsin) first reported a position in WTW in Q2 2013 and has held it in 12 quarters since. The position peaked at $157K in Q4 2023. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 12 shares of Willis Towers Watson worth $3.15K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 102 Willis Towers Watson shares in Q2 2026, an estimated $27.3K.
  • Willis Towers Watson made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #728 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Willis Towers Watson in Q2 2013 and has held it in 12 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Willis Towers Watson position peaked at $157K in Q4 2023.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.