PWMG
WTW icon

Private Wealth Management Group’s Willis Towers Watson WTW Stock Holding History

Private Wealth Management Group’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 		$16.7K Sell
64
-2
-3% -$535 ﹤0.01% 431
2026
Q1 		$19.2K Hold
66
– – 0.01% 348
2025
Q4 		$21.7K Sell
66
-2
-3% -$655 0.01% 308
2025
Q3 		$23.5K Hold
68
– – 0.01% 294
2025
Q2 		$20.8K Hold
68
– – 0.01% 290
2025
Q1 		$23K Hold
68
– – 0.01% 271
2024
Q4 		$21.3K Hold
68
– – 0.01% 287
2024
Q3 		$20K Hold
68
– – 0.01% 289
2024
Q2 		$17.8K Buy
68
+38
+127% +$9.81K 0.01% 299
2024
Q1 		$8.25K Hold
30
– – ﹤0.01% 465
2023
Q4 		$7.24K Buy
+30
New +$6.94K ﹤0.01% 493

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

Private Wealth Management Group's WTW Position: Q2 2026 in Review

Private Wealth Management Group reduced its Willis Towers Watson (WTW) stake by 3% in Q2 2026, selling an estimated $535 and leaving 64 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Private Wealth Management Group first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.5K in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Private Wealth Management Group held 64 shares of Willis Towers Watson worth $16.7K as of Q2 2026.
  • Private Wealth Management Group sold 2 Willis Towers Watson shares in Q2 2026, an estimated $535.
  • Willis Towers Watson made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #431 holding.
  • Private Wealth Management Group first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Willis Towers Watson position peaked at $23.5K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.