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Rothschild Investment LLC’s Willis Towers Watson WTW Stock Holding History

Rothschild Investment LLC’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 		$284K Sell
1,085
-450
-29% -$120K 0.01% 774
2026
Q1 		$446K Buy
1,535
+367
+31% +$113K 0.02% 427
2025
Q4 		$384K Buy
1,168
+2
+0.2% +$655 0.02% 435
2025
Q3 		$403K Buy
1,166
+368
+46% +$119K 0.02% 401
2025
Q2 		$245K Buy
798
+5
+0.6% +$1.55K 0.02% 460
2025
Q1 		$268K Sell
793
-14
-2% -$4.56K 0.02% 441
2024
Q4 		$253K Hold
807
– – 0.02% 452
2024
Q3 		$238K Buy
807
+1
+0.1% +$280 0.02% 474
2024
Q2 		$211K Buy
806
+24
+3% +$6.2K 0.01% 486
2024
Q1 		$215K Hold
782
– – 0.02% 451
2023
Q4 		$189K Buy
+782
New +$181K 0.02% 426
2023
Q1 		– Sell
-832
Closed -$203K – 500
2022
Q4 		$203K Buy
+832
New +$190K 0.02% 437
2021
Q2 		– Sell
-1,163
Closed -$266K – 496
2021
Q1 		$266K Hold
1,163
– – 0.02% 404
2020
Q4 		$245K Hold
1,163
– – 0.02% 389
2020
Q3 		$243K Hold
1,163
– – 0.03% 362
2020
Q2 		$229K Buy
+1,163
New +$223K 0.03% 360
2019
Q4 		– Sell
-10,262
Closed -$1.98M – 461
2019
Q3 		$1.98M Hold
10,262
– – 0.23% 114
2019
Q2 		$1.97M Buy
+10,262
New +$1.86M 0.23% 114
2017
Q1 		– Sell
-2,760
Closed -$337K – 500
2016
Q4 		$337K Sell
2,760
-1,824
-40% -$227K 0.04% 324
2016
Q3 		$609K Hold
4,584
– – 0.07% 238
2016
Q2 		$570K Sell
4,584
-1,001
-18% -$124K 0.07% 240
2016
Q1 		$663K Buy
+5,585
New +$643K 0.09% 228

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Rothschild Investment LLC's WTW Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Willis Towers Watson (WTW) stake by 29% in Q2 2026, selling an estimated $120K and leaving 1,085 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #774.

Rothschild Investment LLC first reported a position in WTW in Q1 2016 and has held it in 22 quarters since. The position peaked at $1.98M in Q3 2019. 306 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Rothschild Investment LLC held 1,085 shares of Willis Towers Watson worth $284K as of Q2 2026.
  • Rothschild Investment LLC sold 450 Willis Towers Watson shares in Q2 2026, an estimated $120K.
  • Willis Towers Watson made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #774 holding.
  • Rothschild Investment LLC first reported a position in Willis Towers Watson in Q1 2016 and has held it in 22 quarters since.
  • Rothschild Investment LLC's Willis Towers Watson position peaked at $1.98M in Q3 2019.
  • 306 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.