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Mayflower Financial Advisors’s Willis Towers Watson WTW Stock Holding History

Mayflower Financial Advisors’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 		$318K Buy
1,218
+102
+9% +$27.3K 0.03% 367
2026
Q1 		$324K Buy
1,116
+21
+2% +$6.44K 0.04% 335
2025
Q4 		$360K Buy
1,095
+10
+0.9% +$3.27K 0.04% 303
2025
Q3 		$375K Buy
1,085
+11
+1% +$3.56K 0.05% 299
2025
Q2 		$329K Sell
1,074
-2
-0.2% -$620 0.05% 306
2025
Q1 		$364K Sell
1,076
-60
-5% -$19.6K 0.06% 272
2024
Q4 		$356K Buy
1,136
+13
+1% +$3.99K 0.05% 271
2024
Q3 		$331K Sell
1,123
-98
-8% -$27.4K 0.05% 277
2024
Q2 		$320K Sell
1,221
-13
-1% -$3.36K 0.05% 276
2024
Q1 		$339K Buy
1,234
+6
+0.5% +$1.58K 0.06% 263
2023
Q4 		$296K Sell
1,228
-29
-2% -$6.71K 0.04% 262
2023
Q3 		$263K Sell
1,257
-11
-0.9% -$2.35K 0.04% 268
2023
Q2 		$299K Sell
1,268
-60
-5% -$13.8K 0.04% 274
2023
Q1 		$309K Buy
1,328
+6
+0.5% +$1.45K 0.04% 260
2022
Q4 		$323K Buy
1,322
+4
+0.3% +$914 0.04% 255
2022
Q3 		$265K Hold
1,318
– – 0.04% 268
2022
Q2 		$260K Sell
1,318
-96
-7% -$20.6K 0.04% 276
2022
Q1 		$334K Sell
1,414
-251
-15% -$57.5K 0.05% 251
2021
Q4 		$395K Sell
1,665
-35
-2% -$8.28K 0.05% 224
2021
Q3 		$422K Buy
1,700
+17
+1% +$3.78K 0.06% 212
2021
Q2 		$387K Buy
1,683
+20
+1% +$4.97K 0.05% 211
2021
Q1 		$381K Hold
1,663
– – 0.06% 197
2020
Q4 		$350K Buy
+1,663
New +$342K 0.06% 180

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

Mayflower Financial Advisors's WTW Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Willis Towers Watson (WTW) stake by 9.1% in Q2 2026, buying an estimated $27.3K and bringing the position to 1,218 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #367.

Mayflower Financial Advisors first reported a position in WTW in Q4 2020 and has held it in 23 quarters since. The position peaked at $422K in Q3 2021. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Mayflower Financial Advisors held 1,218 shares of Willis Towers Watson worth $318K as of Q2 2026.
  • Mayflower Financial Advisors bought 102 Willis Towers Watson shares in Q2 2026, an estimated $27.3K.
  • Willis Towers Watson made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #367 holding.
  • Mayflower Financial Advisors first reported a position in Willis Towers Watson in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Willis Towers Watson position peaked at $422K in Q3 2021.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.