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Journey Retirement Planning & Investment Management’s Willis Towers Watson WTW Stock Holding History

Journey Retirement Planning & Investment Management’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 		$392K Buy
1,501
+230
+18% +$61.5K 0.31% 103
2026
Q1 		$369K Buy
+1,271
New +$390K 0.33% 95

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Journey Retirement Planning & Investment Management's WTW Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Willis Towers Watson (WTW) stake by 18% in Q2 2026, buying an estimated $61.5K and bringing the position to 1,501 shares worth $392K. The position accounts for 0.31% of the portfolio, ranked #103.

Journey Retirement Planning & Investment Management first reported a position in WTW in Q1 2026 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 1,501 shares of Willis Towers Watson worth $392K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 230 Willis Towers Watson shares in Q2 2026, an estimated $61.5K.
  • Willis Towers Watson made up 0.31% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #103 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Willis Towers Watson in Q1 2026 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.