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 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 $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

Legacy Financial Advisors's WTW Position: Q1 2026 in Review

Legacy Financial Advisors increased its Willis Towers Watson (WTW) stake by 2.9% in Q1 2026, buying an estimated $34.4K and bringing the position to 3,925 shares worth $1.14M. The position accounts for 0.16% of the portfolio, ranked #112.

Legacy Financial Advisors first reported a position in WTW in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Legacy Financial Advisors held 3,925 shares of Willis Towers Watson worth $1.14M as of Q1 2026.
Legacy Financial Advisors bought 112 Willis Towers Watson shares in Q1 2026, an estimated $34.4K.
Willis Towers Watson made up 0.16% of Legacy Financial Advisors's portfolio in Q1 2026, its #112 holding.
Legacy Financial Advisors first reported a position in Willis Towers Watson in Q4 2017 and has held it in 10 quarters since.
Legacy Financial Advisors's Willis Towers Watson position peaked at $1.25M in Q4 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.