Legacy Bridge
WTW icon

Legacy Bridge’s Willis Towers Watson WTW Stock Holding History

Legacy Bridge’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
Q3 		$17.3K Hold
60
– – 0.01% 261
2026
Q2 		$15.7K Buy
+60
New +$16.1K ﹤0.01% 268
2026
Q1 		– Sell
-14
Closed -$4.6K – 476
2025
Q4 		$4.6K Buy
+14
New +$4.58K ﹤0.01% 364

Other funds holding WTW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Legacy Bridge's WTW Position: Q3 2026 in Review

Legacy Bridge held its Willis Towers Watson (WTW) position steady in Q3 2026 at 60 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #261.

Legacy Bridge first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Legacy Bridge held 60 shares of Willis Towers Watson worth $17.3K as of Q3 2026.
  • Legacy Bridge left its Willis Towers Watson share count unchanged in Q3 2026.
  • Willis Towers Watson made up 0.01% of Legacy Bridge's portfolio in Q3 2026, its #261 holding.
  • Legacy Bridge first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Legacy Bridge's 13F filing for Q3 2026, filed 28 Oct 2026.