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Plante Moran Financial Advisors’s Willis Towers Watson WTW Stock Holding History

Plante Moran Financial 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
Q1 		$14.5K Hold
50
– – ﹤0.01% 475
2025
Q4 		$16.4K Hold
50
– – ﹤0.01% 483
2025
Q3 		$17.3K Hold
50
– – ﹤0.01% 486
2025
Q2 		$15.3K Hold
50
– – ﹤0.01% 507
2025
Q1 		$16.9K Sell
50
-13
-21% -$4.24K ﹤0.01% 502
2024
Q4 		$19.7K Buy
63
+13
+26% +$3.99K ﹤0.01% 490
2024
Q3 		$14.7K Hold
50
– – ﹤0.01% 570
2024
Q2 		$13.1K Hold
50
– – ﹤0.01% 542
2024
Q1 		$13.8K Buy
+50
New +$13.2K ﹤0.01% 562
2021
Q1 		– Sell
-8
Closed -$2K – 1143
2020
Q4 		$2K Buy
+8
New +$1.65K ﹤0.01% 797
2020
Q3 		– Sell
-46
Closed -$9K – 902
2020
Q2 		$9K Hold
46
– – ﹤0.01% 540
2020
Q1 		$8K Sell
46
-135
-75% -$26.5K ﹤0.01% 527
2019
Q4 		$37K Sell
181
-57
-24% -$10.9K 0.01% 366
2019
Q3 		$46K Buy
238
+57
+31% +$11.1K 0.01% 356
2019
Q2 		$35K Sell
181
-107
-37% -$19.4K 0.01% 401
2019
Q1 		$51K Sell
288
-65
-18% -$10.8K 0.02% 326
2018
Q4 		$54K Hold
353
– – 0.02% 274
2018
Q3 		$50K Sell
353
-261
-43% -$39.5K 0.02% 292
2018
Q2 		$93K Hold
614
– – 0.05% 233
2018
Q1 		$93K Sell
614
-149
-20% -$23.4K 0.05% 245
2017
Q4 		$115K Sell
763
-47
-6% -$7.42K 0.06% 199
2017
Q3 		$125K Hold
810
– – 0.07% 174
2017
Q2 		$118K Hold
810
– – 0.07% 178
2017
Q1 		$106K Sell
810
-79
-9% -$10K 0.06% 198
2016
Q4 		$109K Buy
+889
New +$111K 0.07% 206

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

Plante Moran Financial Advisors's WTW Position: Q1 2026 in Review

Plante Moran Financial Advisors held its Willis Towers Watson (WTW) position steady in Q1 2026 at 50 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Plante Moran Financial Advisors first reported a position in WTW in Q4 2016 and has held it in 25 quarters since. The position peaked at $125K in Q3 2017. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Plante Moran Financial Advisors held 50 shares of Willis Towers Watson worth $14.5K as of Q1 2026.
  • Plante Moran Financial Advisors left its Willis Towers Watson share count unchanged in Q1 2026.
  • Willis Towers Watson made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #475 holding.
  • Plante Moran Financial Advisors first reported a position in Willis Towers Watson in Q4 2016 and has held it in 25 quarters since.
  • Plante Moran Financial Advisors's Willis Towers Watson position peaked at $125K in Q3 2017.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.