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Moneta Group Investment Advisors’s Willis Towers Watson WTW Stock Holding History

Moneta Group Investment 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 		$357K Sell
1,368
-914
-40% -$245K ﹤0.01% 643
2026
Q1 		$663K Buy
2,282
+1,516
+198% +$465K 0.01% 442
2025
Q4 		$252K Buy
+766
New +$251K ﹤0.01% 687

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

Moneta Group Investment Advisors's WTW Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Willis Towers Watson (WTW) stake by 40% in Q2 2026, selling an estimated $245K and leaving 1,368 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Moneta Group Investment Advisors first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $663K in Q1 2026. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Moneta Group Investment Advisors held 1,368 shares of Willis Towers Watson worth $357K as of Q2 2026.
  • Moneta Group Investment Advisors sold 914 Willis Towers Watson shares in Q2 2026, an estimated $245K.
  • Willis Towers Watson made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #643 holding.
  • Moneta Group Investment Advisors first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's Willis Towers Watson position peaked at $663K in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.