Stifel Financial’s Willis Towers Watson WTW Stock Holding History

Stifel Financial’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	$4.99M	Sell	17,174 -2,978	-15%	-$914K	﹤0.01%	1350
2025 Q4	$6.62M	Sell	20,152 -1,648	-8%	-$540K	0.01%	1176
2025 Q3	$7.53M	Sell	21,800 -2,006	-8%	-$650K	0.01%	1079
2025 Q2	$7.3M	Buy	23,806 +3,247	+16%	+$1.01M	0.01%	1050
2025 Q1	$6.95M	Buy	20,559 +3,610	+21%	+$1.18M	0.01%	1015
2024 Q4	$5.31M	Buy	16,949 +3,380	+25%	+$1.04M	0.01%	1174
2024 Q3	$4M	Buy	13,569 +2,025	+18%	+$567K	﹤0.01%	1327
2024 Q2	$3.03M	Buy	11,544 +1,303	+13%	+$336K	﹤0.01%	1447
2024 Q1	$2.82M	Sell	10,241 -1,940	-16%	-$510K	﹤0.01%	1493
2023 Q4	$2.94M	Sell	12,181 -67	-0.5%	-$15.5K	﹤0.01%	1418
2023 Q3	$2.56M	Sell	12,248 -2,833	-19%	-$605K	﹤0.01%	1427
2023 Q2	$3.55M	Sell	15,081 -8,300	-35%	-$1.91M	﹤0.01%	1252
2023 Q1	$5.43M	Buy	23,381 +3,116	+15%	+$753K	0.01%	971
2022 Q4	$4.96M	Sell	20,265 -1,374	-6%	-$314K	0.01%	985
2022 Q3	$4.35M	Sell	21,639 -749	-3%	-$155K	0.01%	1015
2022 Q2	$4.42M	Sell	22,388 -742	-3%	-$159K	0.01%	1034
2022 Q1	$5.46M	Sell	23,130 -2,067	-8%	-$473K	0.01%	1009
2021 Q4	$5.98M	Buy	25,197 +6,666	+36%	+$1.58M	0.01%	970
2021 Q3	$4.31M	Buy	18,531 +2,059	+13%	+$458K	0.01%	1105
2021 Q2	$3.79M	Buy	16,472 +3,801	+30%	+$945K	0.01%	1170
2021 Q1	$2.9M	Sell	12,671 -1,357	-10%	-$296K	﹤0.01%	1276
2020 Q4	$2.96M	Sell	14,028 -1,896	-12%	-$390K	0.01%	1150
2020 Q3	$3.33M	Sell	15,924 -6,213	-28%	-$1.27M	0.01%	956
2020 Q2	$4.36M	Sell	22,137 -5,222	-19%	-$1,000K	0.01%	783
2020 Q1	$4.66M	Buy	27,359 +201	+0.7%	+$39.5K	0.01%	698
2019 Q4	$5.47M	Buy	27,158 +6,237	+30%	+$1.2M	0.01%	851
2019 Q3	$4.05M	Buy	20,921 +4,116	+24%	+$804K	0.01%	923
2019 Q2	$3.23M	Buy	16,805 +2,640	+19%	+$478K	0.01%	1039
2019 Q1	$2.51M	Buy	14,165 +1,847	+15%	+$307K	0.01%	1128
2018 Q4	$1.88M	Sell	12,318 -24	-0.2%	-$3.59K	0.01%	1180
2018 Q3	$1.74M	Sell	12,342 -1,242	-9%	-$188K	0.01%	1342
2018 Q2	$2.07M	Buy	13,584 +1,237	+10%	+$188K	0.01%	1192
2018 Q1	$1.88M	Buy	12,347 +4,189	+51%	+$658K	0.01%	1195
2017 Q4	$1.23M	Buy	8,158 +946	+13%	+$149K	﹤0.01%	1391
2017 Q3	$1.11M	Sell	7,212 -677	-9%	-$101K	﹤0.01%	1436
2017 Q2	$1.15M	Sell	7,889 -666	-8%	-$93K	﹤0.01%	1408
2017 Q1	$1.12M	Sell	8,555 -917	-10%	-$117K	﹤0.01%	1394
2016 Q4	$1.16M	Buy	9,472 +1,652	+21%	+$206K	﹤0.01%	1315
2016 Q3	$1.04M	Buy	7,820 +710	+10%	+$88.4K	﹤0.01%	1309
2016 Q2	$884K	Buy	+7,110	New	+$877K	﹤0.01%	1414
2016 Q1	–	Sell	-5,606	Closed	-$721K	–	2395
2015 Q4	$721K	Buy	5,606 +938	+20%	+$111K	﹤0.01%	1459
2015 Q3	$507K	Sell	4,668 -10,145	-68%	-$1.2M	﹤0.01%	1546
2015 Q2	$1.82M	Buy	+14,813	New	+$1.89M	0.01%	1058
2014 Q4	–	Sell	-7,682	Closed	-$842K	–	2459
2014 Q3	$842K	Buy	+7,682	New	+$854K	0.01%	1226

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial's WTW Position: Q1 2026 in Review

Stifel Financial reduced its Willis Towers Watson (WTW) stake by 15% in Q1 2026, selling an estimated $914K and leaving 17,174 shares worth $4.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Stifel Financial first reported a position in WTW in Q3 2014 and has held it in 44 quarters since. The position peaked at $7.53M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Stifel Financial held 17,174 shares of Willis Towers Watson worth $4.99M as of Q1 2026.
Stifel Financial sold 2,978 Willis Towers Watson shares in Q1 2026, an estimated $914K.
Willis Towers Watson made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1350 holding.
Stifel Financial first reported a position in Willis Towers Watson in Q3 2014 and has held it in 44 quarters since.
Stifel Financial's Willis Towers Watson position peaked at $7.53M in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.