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ORG Wealth Partners’s Willis Towers Watson WTW Stock Holding History

ORG Wealth Partners’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
Q1 		$182K Buy
627
+154
+33% +$47.3K 0.04% 241
2025
Q4 		$155K Buy
+473
New +$155K 0.04% 238

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ORG Wealth Partners's WTW Position: Q1 2026 in Review

ORG Wealth Partners increased its Willis Towers Watson (WTW) stake by 33% in Q1 2026, buying an estimated $47.3K and bringing the position to 627 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #241.

ORG Wealth Partners first reported a position in WTW in Q4 2025 and has held it in 2 quarters since. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • ORG Wealth Partners held 627 shares of Willis Towers Watson worth $182K as of Q1 2026.
  • ORG Wealth Partners bought 154 Willis Towers Watson shares in Q1 2026, an estimated $47.3K.
  • Willis Towers Watson made up 0.04% of ORG Wealth Partners's portfolio in Q1 2026, its #241 holding.
  • ORG Wealth Partners first reported a position in Willis Towers Watson in Q4 2025 and has held it in 2 quarters since.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.