LPL Financial
WTW icon

LPL Financial’s Willis Towers Watson WTW Stock Holding History

LPL Financial’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
2024
Q2 		– Sell
-55
Closed -$1.51M – 5154
2024
Q1 		$1.51M Buy
+55
New +$14.5K ﹤0.01% 2796

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

LPL Financial's WTW Position: Q2 2026 in Review

LPL Financial increased its Willis Towers Watson (WTW) stake by 13% in Q2 2026, buying an estimated $1.32M and bringing the position to 42,377 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

LPL Financial first reported a position in WTW in Q1 2015 and has held it in 38 quarters since. The position peaked at $12.1M in Q3 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • LPL Financial held 42,377 shares of Willis Towers Watson worth $11.1M as of Q2 2026.
  • LPL Financial bought 4,918 Willis Towers Watson shares in Q2 2026, an estimated $1.32M.
  • Willis Towers Watson made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2043 holding.
  • LPL Financial first reported a position in Willis Towers Watson in Q1 2015 and has held it in 38 quarters since.
  • LPL Financial's Willis Towers Watson position peaked at $12.1M in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.