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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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Root Financial Partners's WTW Position: Q2 2026 in Review

Root Financial Partners sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 227 shares — an estimated $66K sold.

Root Financial Partners first reported a position in WTW in Q3 2025 and held it in 3 quarters. The position peaked at $79.5K in Q4 2025. 211 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Root Financial Partners reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 227 Willis Towers Watson shares in Q2 2026, an estimated $66K.
  • Root Financial Partners first reported a position in Willis Towers Watson in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Willis Towers Watson position peaked at $79.5K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.