Legacy Financial Advisors’s Willis Towers Watson WTW Stock Holding History

Legacy Financial Advisors’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	$976K	Sell	3,734 -191	-5%	-$51.1K	0.12%	144
2026 Q1	$1.14M	Buy	3,925 +112	+3%	+$34.4K	0.16%	112
2025 Q4	$1.25M	Buy	3,813 +536	+16%	+$175K	0.17%	107
2025 Q3	$1.13M	Buy	3,277 +329	+11%	+$107K	0.16%	106
2025 Q2	$903K	Buy	+2,948	New	+$914K	0.14%	121
2019 Q2	–	Sell	-284	Closed	-$50K	–	920
2019 Q1	$50K	Buy	284 +72	+34%	+$11.9K	0.02%	276
2018 Q4	$32K	Buy	212 +20	+10%	+$2.99K	0.01%	322
2018 Q3	$27K	Hold	192	–	–	0.01%	332
2018 Q2	$30K	Hold	192	–	–	0.01%	318
2018 Q1	$28K	Hold	192	–	–	0.01%	314
2017 Q4	$28K	Buy	+192	New	+$30.3K	0.01%	318

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Financial Advisors's WTW Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Willis Towers Watson (WTW) stake by 4.9% in Q2 2026, selling an estimated $51.1K and leaving 3,734 shares worth $976K. The position accounts for 0.12% of the portfolio, ranked #144.

Legacy Financial Advisors first reported a position in WTW in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2025. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Legacy Financial Advisors held 3,734 shares of Willis Towers Watson worth $976K as of Q2 2026.
Legacy Financial Advisors sold 191 Willis Towers Watson shares in Q2 2026, an estimated $51.1K.
Willis Towers Watson made up 0.12% of Legacy Financial Advisors's portfolio in Q2 2026, its #144 holding.
Legacy Financial Advisors first reported a position in Willis Towers Watson in Q4 2017 and has held it in 11 quarters since.
Legacy Financial Advisors's Willis Towers Watson position peaked at $1.25M in Q4 2025.
692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.