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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

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

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. 692 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.
  • 692 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.