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LRI Investments’s Willis Towers Watson WTW Stock Holding History

LRI 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 		$87.3K Buy
334
+93
+39% +$24.9K 0.01% 467
2026
Q1 		$70.1K Sell
241
-56
-19% -$17.2K 0.01% 465
2025
Q4 		$97.6K Buy
297
+2
+0.7% +$655 0.01% 422
2025
Q3 		$102K Buy
295
+27
+10% +$8.74K 0.01% 409
2025
Q2 		$82.2K Buy
268
+28
+12% +$8.68K 0.01% 467
2025
Q1 		$81.2K Buy
240
+5
+2% +$1.63K 0.01% 451
2024
Q4 		$73.7K Hold
235
– – 0.01% 469
2024
Q3 		$74K Sell
235
-39
-14% -$10.9K 0.01% 465
2024
Q2 		$71.7K Buy
274
+63
+30% +$16.3K 0.01% 440
2024
Q1 		$58.1K Buy
+211
New +$55.5K 0.01% 256

Other funds holding WTW

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

LRI Investments's WTW Position: Q2 2026 in Review

LRI Investments increased its Willis Towers Watson (WTW) stake by 39% in Q2 2026, buying an estimated $24.9K and bringing the position to 334 shares worth $87.3K. The position accounts for 0.01% of the portfolio, ranked #467.

LRI Investments first reported a position in WTW in Q1 2024 and has held it in 10 quarters since. The position peaked at $102K in Q3 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • LRI Investments held 334 shares of Willis Towers Watson worth $87.3K as of Q2 2026.
  • LRI Investments bought 93 Willis Towers Watson shares in Q2 2026, an estimated $24.9K.
  • Willis Towers Watson made up 0.01% of LRI Investments's portfolio in Q2 2026, its #467 holding.
  • LRI Investments first reported a position in Willis Towers Watson in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Willis Towers Watson position peaked at $102K in Q3 2025.
  • 114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.