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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.