Key Financial Inc’s Willis Towers Watson WTW Stock Holding History

Key Financial Inc’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	–	Sell	-3	Closed	-$986	–	1477
2025 Q4	$986	Sell	3 -9	-75%	-$2.95K	﹤0.01%	1258
2025 Q3	$4.13K	Buy	12 +3	+33%	+$972	﹤0.01%	1080
2025 Q2	$2.76K	Hold	9	–	–	﹤0.01%	1140
2025 Q1	$3.04K	Hold	9	–	–	﹤0.01%	1093
2024 Q4	$2.82K	Buy	+9	New	+$2.76K	﹤0.01%	1106

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Key Financial Inc's WTW Position: Q1 2026 in Review

Key Financial Inc sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 3 shares — an estimated $986 sold.

Key Financial Inc first reported a position in WTW in Q4 2024 and held it in 5 quarters. The position peaked at $4.13K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Key Financial Inc reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 3 Willis Towers Watson shares in Q1 2026, an estimated $986.
Key Financial Inc first reported a position in Willis Towers Watson in Q4 2024 and held it in 5 quarters.
Key Financial Inc's Willis Towers Watson position peaked at $4.13K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.