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Stephens Inc’s Willis Towers Watson WTW Stock Holding History

Stephens Inc’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 		$529K Buy
1,821
+78
+4% +$23.9K 0.01% 837
2025
Q4 		$573K Sell
1,743
-116
-6% -$38K 0.01% 799
2025
Q3 		$642K Buy
1,859
+223
+14% +$72.2K 0.01% 777
2025
Q2 		$501K Sell
1,636
-216
-12% -$67K 0.01% 835
2025
Q1 		$626K Buy
1,852
+189
+11% +$61.6K 0.01% 737
2024
Q4 		$521K Sell
1,663
-424
-20% -$130K 0.01% 824
2024
Q3 		$615K Sell
2,087
-234
-10% -$65.5K 0.01% 762
2024
Q2 		$608K Hold
2,321
– – 0.01% 713
2024
Q1 		$638K Buy
2,321
+339
+17% +$89.2K 0.01% 720
2023
Q4 		$478K Buy
1,982
+424
+27% +$98K 0.01% 763
2023
Q3 		$326K Buy
1,558
+11
+0.7% +$2.35K 0.01% 882
2023
Q2 		$364K Buy
+1,547
New +$356K 0.01% 853

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Stephens Inc's WTW Position: Q1 2026 in Review

Stephens Inc increased its Willis Towers Watson (WTW) stake by 4.5% in Q1 2026, buying an estimated $23.9K and bringing the position to 1,821 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #837.

Stephens Inc first reported a position in WTW in Q2 2023 and has held it in 12 quarters since. The position peaked at $642K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Stephens Inc held 1,821 shares of Willis Towers Watson worth $529K as of Q1 2026.
  • Stephens Inc bought 78 Willis Towers Watson shares in Q1 2026, an estimated $23.9K.
  • Willis Towers Watson made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #837 holding.
  • Stephens Inc first reported a position in Willis Towers Watson in Q2 2023 and has held it in 12 quarters since.
  • Stephens Inc's Willis Towers Watson position peaked at $642K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.