Root Financial Partners
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Root Financial Partners’s Willis Towers Watson WTW Stock Holding History

Root Financial 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
Q3 		$72.9K Buy
+253
New +$79.9K ﹤0.01% 898
2026
Q2 		– Sell
-227
Closed -$66K – 3208
2026
Q1 		$66K Sell
227
-15
-6% -$4.6K ﹤0.01% 739
2025
Q4 		$79.5K Buy
242
+46
+23% +$15.1K ﹤0.01% 545
2025
Q3 		$67.7K Buy
+196
New +$63.5K ﹤0.01% 567

Other funds holding WTW

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's WTW Position: Q3 2026 in Review

Root Financial Partners opened a new position in Willis Towers Watson (WTW) in Q3 2026: 253 shares worth $72.9K. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WTW as recently as Q1 2026.

Root Financial Partners first reported a position in WTW in Q3 2025 and has held it in 4 quarters since. The position peaked at $79.5K in Q4 2025. 556 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Root Financial Partners held 253 shares of Willis Towers Watson worth $72.9K as of Q3 2026.
  • Willis Towers Watson was a new Root Financial Partners position in Q3 2026.
  • Willis Towers Watson made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #898 holding.
  • Root Financial Partners first reported a position in Willis Towers Watson in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Willis Towers Watson position peaked at $79.5K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.