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Smartleaf Asset Management’s Willis Towers Watson WTW Stock Holding History

Smartleaf Asset 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 		$160K Hold
604
– – 0.01% 934
2026
Q1 		$175K Sell
604
-52
-8% -$16K 0.01% 838
2025
Q4 		$219K Buy
656
+97
+17% +$31.8K 0.01% 766
2025
Q3 		$191K Buy
559
+305
+120% +$98.8K 0.01% 749
2025
Q2 		$77.3K Sell
254
-191
-43% -$59.2K 0.01% 972
2025
Q1 		$150K Sell
445
-10
-2% -$3.26K 0.01% 671
2024
Q4 		$143K Buy
455
+114
+33% +$35K 0.01% 668
2024
Q3 		$99.9K Buy
341
+199
+140% +$55.7K 0.01% 708
2024
Q2 		$37.5K Buy
142
+79
+125% +$20.4K 0.01% 827
2024
Q1 		$17.4K Buy
63
+44
+232% +$11.6K ﹤0.01% 886
2023
Q4 		$4.54K Buy
+19
New +$4.39K ﹤0.01% 884

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

Smartleaf Asset Management's WTW Position: Q2 2026 in Review

Smartleaf Asset Management held its Willis Towers Watson (WTW) position steady in Q2 2026 at 604 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #934.

Smartleaf Asset Management first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $219K in Q4 2025. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Smartleaf Asset Management held 604 shares of Willis Towers Watson worth $160K as of Q2 2026.
  • Smartleaf Asset Management left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #934 holding.
  • Smartleaf Asset Management first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Willis Towers Watson position peaked at $219K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.