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Larson Financial Group’s Willis Towers Watson WTW Stock Holding History

Larson Financial Group’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 		$215K Buy
822
+662
+414% +$177K 0.01% 823
2026
Q1 		$46.5K Buy
160
+72
+82% +$22.1K ﹤0.01% 1395
2025
Q4 		$28.9K Buy
88
+37
+73% +$12.1K ﹤0.01% 1510
2025
Q3 		$17.6K Buy
51
+4
+9% +$1.29K ﹤0.01% 1712
2025
Q2 		$14.4K Sell
47
-60
-56% -$18.6K ﹤0.01% 1643
2025
Q1 		$36.2K Buy
107
+59
+123% +$19.2K ﹤0.01% 1145
2024
Q4 		$15K Buy
48
+35
+269% +$10.7K ﹤0.01% 1329
2024
Q3 		$3.83K Buy
+13
New +$3.64K ﹤0.01% 1719

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

Larson Financial Group's WTW Position: Q2 2026 in Review

Larson Financial Group increased its Willis Towers Watson (WTW) stake by 414% in Q2 2026, buying an estimated $177K and bringing the position to 822 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #823.

Larson Financial Group first reported a position in WTW in Q3 2024 and has held it in 8 quarters since. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Larson Financial Group held 822 shares of Willis Towers Watson worth $215K as of Q2 2026.
  • Larson Financial Group bought 662 Willis Towers Watson shares in Q2 2026, an estimated $177K.
  • Willis Towers Watson made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #823 holding.
  • Larson Financial Group first reported a position in Willis Towers Watson in Q3 2024 and has held it in 8 quarters since.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.