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

SHP 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
Q1 		$6.82K Buy
24
+7
+41% +$2.15K ﹤0.01% 996
2025
Q4 		$5.74K Buy
+17
New +$5.57K ﹤0.01% 954

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 $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's WTW Position: Q1 2026 in Review

SHP Wealth Management increased its Willis Towers Watson (WTW) stake by 41% in Q1 2026, buying an estimated $2.15K and bringing the position to 24 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

SHP Wealth Management first reported a position in WTW in Q4 2025 and has held it in 2 quarters since. 720 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • SHP Wealth Management held 24 shares of Willis Towers Watson worth $6.82K as of Q1 2026.
  • SHP Wealth Management bought 7 Willis Towers Watson shares in Q1 2026, an estimated $2.15K.
  • Willis Towers Watson made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #996 holding.
  • SHP Wealth Management first reported a position in Willis Towers Watson in Q4 2025 and has held it in 2 quarters since.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.