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Mirabella Financial Services’s Willis Towers Watson WTW Stock Holding History

Mirabella Financial Services’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 		$474K Buy
+1,815
New +$486K 0.05% 283
2026
Q1 		– Sell
-1,479
Closed -$486K – 1202
2025
Q4 		$486K Buy
+1,479
New +$484K 0.05% 274
2023
Q3 		– Sell
-2,588
Closed -$609K – 650
2023
Q2 		$609K Buy
2,588
+1,538
+146% +$354K 0.07% 274
2023
Q1 		$244K Buy
+1,050
New +$254K 0.04% 333

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

Mirabella Financial Services's WTW Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Willis Towers Watson (WTW) in Q2 2026: 1,815 shares worth $474K. The stake represents 0.05% of the portfolio and ranks #283 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in WTW as recently as Q4 2025.

Mirabella Financial Services first reported a position in WTW in Q1 2023 and has held it in 4 quarters since. The position peaked at $609K in Q2 2023. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Mirabella Financial Services held 1,815 shares of Willis Towers Watson worth $474K as of Q2 2026.
  • Willis Towers Watson was a new Mirabella Financial Services position in Q2 2026.
  • Willis Towers Watson made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #283 holding.
  • Mirabella Financial Services first reported a position in Willis Towers Watson in Q1 2023 and has held it in 4 quarters since.
  • Mirabella Financial Services's Willis Towers Watson position peaked at $609K in Q2 2023.
  • 692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.