LPL Financial’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.9M | Buy |
37,459
+2,428
| +7% | +$745K | ﹤0.01% | 1927 |
|
|
2025
Q4 | $11.5M | Buy |
35,031
+67
| +0.2% | +$21.9K | ﹤0.01% | 1809 |
|
|
2025
Q3 | $12.1M | Sell |
34,964
-915
| -3% | -$296K | ﹤0.01% | 1703 |
|
|
2025
Q2 | $11M | Buy |
35,879
+12,018
| +50% | +$3.73M | ﹤0.01% | 1645 |
|
|
2025
Q1 | $8.06M | Sell |
23,861
-2,090
| -8% | -$681K | ﹤0.01% | 1766 |
|
|
2024
Q4 | $8.13M | Buy |
25,951
+9,150
| +54% | +$2.81M | ﹤0.01% | 1693 |
|
|
2024
Q3 | $4.95M | Buy |
16,801
+1,450
| +9% | +$406K | ﹤0.01% | 2000 |
|
|
2024
Q2 | $4.02M | Buy |
15,351
+689
| +5% | +$178K | ﹤0.01% | 2029 |
|
|
2024
Q1 | $4.03M | Buy |
14,662
+1,978
| +16% | +$520K | ﹤0.01% | 1948 |
|
|
2023
Q4 | $3.06M | Sell |
12,684
-3,827
| -23% | -$885K | ﹤0.01% | 2065 |
|
|
2023
Q3 | $3.45M | Buy |
16,511
+370
| +2% | +$79K | ﹤0.01% | 1843 |
|
|
2023
Q2 | $3.8M | Buy |
16,141
+875
| +6% | +$202K | ﹤0.01% | 1750 |
|
|
2023
Q1 | $3.55M | Buy |
15,266
+1,012
| +7% | +$245K | ﹤0.01% | 1728 |
|
|
2022
Q4 | $3.49M | Buy |
14,254
+6,209
| +77% | +$1.42M | ﹤0.01% | 1675 |
|
|
2022
Q3 | $1.62M | Sell |
8,045
-634
| -7% | -$131K | ﹤0.01% | 2146 |
|
|
2022
Q2 | $1.71M | Sell |
8,679
-3,553
| -29% | -$762K | ﹤0.01% | 2147 |
|
|
2022
Q1 | $2.89M | Buy |
12,232
+413
| +3% | +$94.6K | ﹤0.01% | 1788 |
|
|
2021
Q4 | $2.81M | Buy |
11,819
+5,421
| +85% | +$1.28M | ﹤0.01% | 1841 |
|
|
2021
Q3 | $1.49M | Buy |
6,398
+550
| +9% | +$122K | ﹤0.01% | 2279 |
|
|
2021
Q2 | $1.34M | Buy |
5,848
+2,005
| +52% | +$499K | ﹤0.01% | 2322 |
|
|
2021
Q1 | $880K | Buy |
3,843
+402
| +12% | +$87.6K | ﹤0.01% | 2510 |
|
|
2020
Q4 | $725K | Buy |
3,441
+424
| +14% | +$87.3K | ﹤0.01% | 2440 |
|
|
2020
Q3 | $630K | Buy |
3,017
+299
| +11% | +$61.1K | ﹤0.01% | 2291 |
|
|
2020
Q2 | $535K | Buy |
2,718
+297
| +12% | +$56.9K | ﹤0.01% | 2328 |
|
|
2020
Q1 | $411K | Sell |
2,421
-1,022
| -30% | -$201K | ﹤0.01% | 2225 |
|
|
2019
Q4 | $695K | Buy |
3,443
+480
| +16% | +$92K | ﹤0.01% | 2107 |
|
|
2019
Q3 | $572K | Buy |
2,963
+106
| +4% | +$20.7K | ﹤0.01% | 2162 |
|
|
2019
Q2 | $547K | Sell |
2,857
-286
| -9% | -$51.8K | ﹤0.01% | 2216 |
|
|
2019
Q1 | $552K | Buy |
3,143
+810
| +35% | +$134K | ﹤0.01% | 2160 |
|
|
2018
Q4 | $354K | Buy |
2,333
+785
| +51% | +$117K | ﹤0.01% | 2336 |
|
|
2018
Q3 | $218K | Buy |
1,548
+91
| +6% | +$13.8K | ﹤0.01% | 2936 |
|
|
2018
Q2 | $221K | Sell |
1,457
-542
| -27% | -$82.5K | ﹤0.01% | 2914 |
|
|
2018
Q1 | $304K | Sell |
1,999
-465
| -19% | -$73K | ﹤0.01% | 2595 |
|
|
2017
Q4 | $371K | Buy |
2,464
+385
| +19% | +$60.8K | ﹤0.01% | 2312 |
|
|
2017
Q3 | $321K | Buy |
+2,079
| New | +$310K | ﹤0.01% | 2307 |
|
|
2016
Q4 | – | Sell |
-6,760
| Closed | -$889K | – | 2789 |
|
|
2016
Q3 | $889K | Buy |
+6,760
| New | +$842K | 0.01% | 1286 |
|
|
2015
Q2 | – | Sell |
-3,972
| Closed | -$509K | – | 2956 |
|
|
2015
Q1 | $509K | Buy |
+3,972
| New | +$487K | ﹤0.01% | 1836 |
|
Other funds holding WTW
VCM
VPM
LPL Financial's WTW Position: Q1 2026 in Review
LPL Financial increased its Willis Towers Watson (WTW) stake by 6.9% in Q1 2026, buying an estimated $745K and bringing the position to 37,459 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1927.
LPL Financial first reported a position in WTW in Q1 2015 and has held it in 37 quarters since. The position peaked at $12.1M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.
- LPL Financial held 37,459 shares of Willis Towers Watson worth $10.9M as of Q1 2026.
- LPL Financial bought 2,428 Willis Towers Watson shares in Q1 2026, an estimated $745K.
- Willis Towers Watson made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1927 holding.
- LPL Financial first reported a position in Willis Towers Watson in Q1 2015 and has held it in 37 quarters since.
- LPL Financial's Willis Towers Watson position peaked at $12.1M in Q3 2025.
- 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.