SWM
WTW icon

Sendero Wealth Management’s Willis Towers Watson WTW Stock Holding History

Sendero Wealth Management’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 		$4.86M Buy
18,612
+1,028
+6% +$275K 0.48% 39
2026
Q1 		$5.11M Buy
17,584
+473
+3% +$145K 0.57% 31
2025
Q4 		$5.62M Sell
17,111
-672
-4% -$220K 0.62% 30
2025
Q3 		$6.14M Sell
17,783
-159
-0.9% -$51.5K 0.72% 29
2025
Q2 		$5.5M Sell
17,942
-426
-2% -$132K 0.69% 32
2025
Q1 		$6.21M Buy
18,368
+819
+5% +$267K 0.86% 29
2024
Q4 		$5.5M Buy
17,549
+762
+5% +$234K 0.82% 26
2024
Q3 		$4.94M Buy
16,787
+867
+5% +$243K 0.78% 28
2024
Q2 		$4.17M Buy
15,920
+513
+3% +$132K 0.7% 31
2024
Q1 		$4.24M Buy
15,407
+310
+2% +$81.5K 0.73% 29
2023
Q4 		$3.64M Sell
15,097
-259
-2% -$59.9K 0.69% 31
2023
Q3 		$3.21M Buy
15,356
+2,566
+20% +$548K 0.69% 31
2023
Q2 		$3.01M Buy
12,790
+2,593
+25% +$598K 0.66% 33
2023
Q1 		$2.37M Buy
10,197
+1,101
+12% +$266K 0.73% 30
2022
Q4 		$2.22M Buy
9,096
+3,669
+68% +$838K 0.79% 20
2022
Q3 		$1.09M Buy
+5,427
New +$1.12M 0.45% 38

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

Sendero Wealth Management's WTW Position: Q2 2026 in Review

Sendero Wealth Management increased its Willis Towers Watson (WTW) stake by 5.8% in Q2 2026, buying an estimated $275K and bringing the position to 18,612 shares worth $4.86M. The position accounts for 0.48% of the portfolio, ranked #39.

Sendero Wealth Management first reported a position in WTW in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.21M in Q1 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Sendero Wealth Management held 18,612 shares of Willis Towers Watson worth $4.86M as of Q2 2026.
  • Sendero Wealth Management bought 1,028 Willis Towers Watson shares in Q2 2026, an estimated $275K.
  • Willis Towers Watson made up 0.48% of Sendero Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Sendero Wealth Management first reported a position in Willis Towers Watson in Q3 2022 and has held it in 16 quarters since.
  • Sendero Wealth Management's Willis Towers Watson position peaked at $6.21M in Q1 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.