Merit Financial Group’s Willis Towers Watson WTW Stock Holding History

Merit Financial Group’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	$865K	Buy	3,311 +1,049	+46%	+$281K	0.01%	1161
2026 Q1	$657K	Buy	2,262 +58	+3%	+$17.8K	﹤0.01%	1208
2025 Q4	$724K	Buy	2,204 +223	+11%	+$73K	0.01%	1090
2025 Q3	$684K	Sell	1,981 -19	-1%	-$6.15K	0.01%	1021
2025 Q2	$613K	Buy	2,000 +913	+84%	+$283K	0.01%	1007
2025 Q1	$367K	Buy	+1,087	New	+$354K	0.01%	1057

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return

Merit Financial Group's WTW Position: Q2 2026 in Review

Merit Financial Group increased its Willis Towers Watson (WTW) stake by 46% in Q2 2026, buying an estimated $281K and bringing the position to 3,311 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #1161.

Merit Financial Group first reported a position in WTW in Q1 2025 and has held it in 6 quarters since. 120 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Merit Financial Group held 3,311 shares of Willis Towers Watson worth $865K as of Q2 2026.
Merit Financial Group bought 1,049 Willis Towers Watson shares in Q2 2026, an estimated $281K.
Willis Towers Watson made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1161 holding.
Merit Financial Group first reported a position in Willis Towers Watson in Q1 2025 and has held it in 6 quarters since.
120 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.