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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
Q2 		$467K Sell
1,785
-36
-2% -$9.63K 0.01% 903
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 $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

Stephens Inc's WTW Position: Q2 2026 in Review

Stephens Inc reduced its Willis Towers Watson (WTW) stake by 2% in Q2 2026, selling an estimated $9.63K and leaving 1,785 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #903.

Stephens Inc first reported a position in WTW in Q2 2023 and has held it in 13 quarters since. The position peaked at $642K in Q3 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Stephens Inc held 1,785 shares of Willis Towers Watson worth $467K as of Q2 2026.
  • Stephens Inc sold 36 Willis Towers Watson shares in Q2 2026, an estimated $9.63K.
  • Willis Towers Watson made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #903 holding.
  • Stephens Inc first reported a position in Willis Towers Watson in Q2 2023 and has held it in 13 quarters since.
  • Stephens Inc's Willis Towers Watson position peaked at $642K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.