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Rossby Financial’s Willis Towers Watson WTW Stock Holding History

Rossby Financial’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 		$6.01K Sell
23
-12
-34% -$3.21K ﹤0.01% 1363
2026
Q1 		$10.1K Buy
35
+3
+9% +$920 ﹤0.01% 1249
2025
Q4 		$10.5K Buy
32
+9
+39% +$2.95K ﹤0.01% 912
2025
Q3 		$7.91K Hold
23
– – ﹤0.01% 902
2025
Q2 		$7.05K Buy
+23
New +$7.13K ﹤0.01% 849

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

Rossby Financial's WTW Position: Q2 2026 in Review

Rossby Financial reduced its Willis Towers Watson (WTW) stake by 34% in Q2 2026, selling an estimated $3.21K and leaving 23 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Rossby Financial first reported a position in WTW in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.5K in Q4 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Rossby Financial held 23 shares of Willis Towers Watson worth $6.01K as of Q2 2026.
  • Rossby Financial sold 12 Willis Towers Watson shares in Q2 2026, an estimated $3.21K.
  • Willis Towers Watson made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1363 holding.
  • Rossby Financial first reported a position in Willis Towers Watson in Q2 2025 and has held it in 5 quarters since.
  • Rossby Financial's Willis Towers Watson position peaked at $10.5K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.