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LMCG Investments’s Willis Towers Watson WTW Stock Holding History

LMCG Investments’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 		$720K Hold
2,755
– – 0.04% 178
2026
Q1 		$801K Hold
2,755
– – 0.05% 168
2025
Q4 		$905K Hold
2,755
– – 0.05% 163
2025
Q3 		$952K Sell
2,755
-116
-4% -$37.6K 0.06% 165
2025
Q2 		$880K Sell
2,871
-429
-13% -$133K 0.06% 169
2025
Q1 		$1.12M Sell
3,300
-95
-3% -$31K 0.07% 164
2024
Q4 		$1.06M Sell
3,395
-79
-2% -$24.2K 0.07% 162
2024
Q3 		$1.02M Hold
3,474
– – 0.06% 155
2024
Q2 		$911K Sell
3,474
-118
-3% -$30.5K 0.05% 198
2024
Q1 		$988K Sell
3,592
-200
-5% -$52.6K 0.06% 196
2023
Q4 		$915K Sell
3,792
-586
-13% -$136K 0.06% 227
2023
Q3 		$915K Sell
4,378
-1,784
-29% -$381K 0.06% 218
2023
Q2 		$1.45M Sell
6,162
-1,888
-23% -$435K 0.09% 185
2023
Q1 		$1.87M Sell
8,050
-1,240
-13% -$300K 0.12% 158
2022
Q4 		$2.27M Sell
9,290
-2,093
-18% -$478K 0.16% 143
2022
Q3 		$2.29M Sell
11,383
-25,490
-69% -$5.26M 0.17% 144
2022
Q2 		$7.28M Sell
36,873
-480
-1% -$103K 0.5% 65
2022
Q1 		$8.82M Buy
+37,353
New +$8.55M 0.51% 62
2015
Q2 		– Sell
-80,826
Closed -$10.3M – 547
2015
Q1 		$10.3M Sell
80,826
-1,369
-2% -$168K 0.22% 193
2014
Q4 		$9.76M Sell
82,195
-4,243
-5% -$474K 0.21% 196
2014
Q3 		$9.48M Buy
86,438
+8,766
+11% +$974K 0.21% 204
2014
Q2 		$8.91M Sell
77,672
-13,860
-15% -$1.56M 0.19% 217
2014
Q1 		$10.7M Sell
91,532
-5,809
-6% -$661K 0.24% 180
2013
Q4 		$11.6M Buy
97,341
+17,610
+22% +$2.08M 0.25% 163
2013
Q3 		$9.15M Buy
79,731
+16,488
+26% +$1.86M 0.22% 171
2013
Q2 		$6.83M Buy
+63,243
New +$6.7M 0.18% 197

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LMCG Investments's WTW Position: Q2 2026 in Review

LMCG Investments held its Willis Towers Watson (WTW) position steady in Q2 2026 at 2,755 shares worth $720K. The position accounts for 0.04% of the portfolio, ranked #178.

LMCG Investments first reported a position in WTW in Q2 2013 and has held it in 26 quarters since. The position peaked at $11.6M in Q4 2013. 346 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • LMCG Investments held 2,755 shares of Willis Towers Watson worth $720K as of Q2 2026.
  • LMCG Investments left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up 0.04% of LMCG Investments's portfolio in Q2 2026, its #178 holding.
  • LMCG Investments first reported a position in Willis Towers Watson in Q2 2013 and has held it in 26 quarters since.
  • LMCG Investments's Willis Towers Watson position peaked at $11.6M in Q4 2013.
  • 346 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.