Pettyjohn Wood & White’s Willis Towers Watson WTW Stock Holding History

Pettyjohn Wood & White’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	–	Sell	-723	Closed	-$210K	–	228
2026 Q1	$210K	Hold	723	–	–	0.03%	211
2025 Q4	$238K	Buy	723 +43	+6%	+$14.1K	0.04%	194
2025 Q3	$235K	Hold	680	–	–	0.04%	185
2025 Q2	$208K	Hold	680	–	–	0.04%	194
2025 Q1	$230K	Sell	680 -2,200	-76%	-$717K	0.04%	175
2024 Q4	$902K	Hold	2,880	–	–	0.17%	90
2024 Q3	$848K	Hold	2,880	–	–	0.16%	90
2024 Q2	$755K	Hold	2,880	–	–	0.15%	91
2024 Q1	$792K	Hold	2,880	–	–	0.16%	89
2023 Q4	$695K	Hold	2,880	–	–	0.15%	88
2023 Q3	$602K	Hold	2,880	–	–	0.14%	95
2023 Q2	$678K	Hold	2,880	–	–	0.16%	88
2023 Q1	$669K	Hold	2,880	–	–	0.16%	86
2022 Q4	$704K	Hold	2,880	–	–	0.18%	90
2022 Q3	$579K	Hold	2,880	–	–	0.15%	91
2022 Q2	$568K	Buy	+2,880	New	+$617K	0.13%	100

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 $3.38T AUM 44.17% 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

Pettyjohn Wood & White's WTW Position: Q2 2026 in Review

Pettyjohn Wood & White sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 723 shares — an estimated $210K sold.

Pettyjohn Wood & White first reported a position in WTW in Q2 2022 and held it in 16 quarters. The position peaked at $902K in Q4 2024. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Pettyjohn Wood & White reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
Pettyjohn Wood & White sold 723 Willis Towers Watson shares in Q2 2026, an estimated $210K.
Pettyjohn Wood & White first reported a position in Willis Towers Watson in Q2 2022 and held it in 16 quarters.
Pettyjohn Wood & White's Willis Towers Watson position peaked at $902K in Q4 2024.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.