Live Oak Private Wealth’s Willis Towers Watson WTW Stock Holding History

Live Oak Private Wealth’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	$1.73M	Sell	6,617 -1,016	-13%	-$272K	0.22%	86
2026 Q1	$2.22M	Buy	7,633 +481	+7%	+$148K	0.31%	74
2025 Q4	$2.35M	Buy	7,152 +569	+9%	+$186K	0.32%	70
2025 Q3	$2.27M	Buy	6,583 +137	+2%	+$44.4K	0.32%	72
2025 Q2	$1.98M	Buy	6,446 +86	+1%	+$26.7K	0.29%	77
2025 Q1	$2.15M	Sell	6,360 -57	-0.9%	-$18.6K	0.35%	70
2024 Q4	$2.01M	Sell	6,417 -121	-2%	-$37.1K	0.34%	68
2024 Q3	$1.93M	Buy	6,538 +19	+0.3%	+$5.32K	0.31%	72
2024 Q2	$1.71M	Buy	6,519 +20	+0.3%	+$5.16K	0.29%	75
2024 Q1	$1.79M	Buy	6,499 +43	+0.7%	+$11.3K	0.31%	73
2023 Q4	$1.56M	Sell	6,456 -29	-0.4%	-$6.71K	0.29%	72
2023 Q3	$1.36M	Buy	6,485 +148	+2%	+$31.6K	0.29%	71
2023 Q2	$1.49M	Buy	6,337 +238	+4%	+$54.8K	0.3%	70
2023 Q1	$1.42M	Buy	6,099 +133	+2%	+$32.2K	0.29%	69
2022 Q4	$1.46M	Buy	5,966 +375	+7%	+$85.7K	0.3%	69
2022 Q3	$1.12M	Buy	5,591 +807	+17%	+$167K	0.25%	76
2022 Q2	$944K	Buy	+4,784	New	+$1.03M	0.2%	90

Other funds holding WTW

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Live Oak Private Wealth's WTW Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Willis Towers Watson (WTW) stake by 13% in Q2 2026, selling an estimated $272K and leaving 6,617 shares worth $1.73M. The position accounts for 0.22% of the portfolio, ranked #86.

Live Oak Private Wealth first reported a position in WTW in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.35M in Q4 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Live Oak Private Wealth held 6,617 shares of Willis Towers Watson worth $1.73M as of Q2 2026.
Live Oak Private Wealth sold 1,016 Willis Towers Watson shares in Q2 2026, an estimated $272K.
Willis Towers Watson made up 0.22% of Live Oak Private Wealth's portfolio in Q2 2026, its #86 holding.
Live Oak Private Wealth first reported a position in Willis Towers Watson in Q2 2022 and has held it in 17 quarters since.
Live Oak Private Wealth's Willis Towers Watson position peaked at $2.35M in Q4 2025.
114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.