Modern Wealth Management’s Willis Towers Watson WTW Stock Holding History

Modern Wealth Management’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	$314K	Buy	+1,202	New	+$322K	﹤0.01%	869

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Modern Wealth Management's WTW Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Willis Towers Watson (WTW) in Q2 2026: 1,202 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings.

689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Modern Wealth Management held 1,202 shares of Willis Towers Watson worth $314K as of Q2 2026.
Willis Towers Watson was a new Modern Wealth Management position in Q2 2026.
Willis Towers Watson made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #869 holding.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.