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Summit Securities Group’s Willis Towers Watson WTW Stock Holding History

Summit Securities Group’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 		$7.58K Buy
29
+13
+81% +$3.48K ﹤0.01% 893
2026
Q1 		$4.65K Sell
16
-127
-89% -$39K ﹤0.01% 813
2025
Q4 		$47K Sell
143
-25
-15% -$8.18K 0.01% 627
2025
Q3 		$58K Buy
168
+102
+155% +$33K 0.01% 533
2025
Q2 		$20.2K Buy
+66
New +$20.5K ﹤0.01% 726
2023
Q3 		– Sell
-138
Closed -$32K – 1067
2023
Q2 		$32K Sell
138
-73
-35% -$16.8K ﹤0.01% 525
2023
Q1 		$49K Buy
211
+102
+94% +$24.7K ﹤0.01% 435
2022
Q4 		$27K Sell
109
-29
-21% -$6.63K ﹤0.01% 847
2022
Q3 		$28K Sell
138
-96
-41% -$19.8K ﹤0.01% 686
2022
Q2 		$46K Buy
234
+184
+368% +$39.4K 0.01% 571
2022
Q1 		$12K Buy
+50
New +$11.4K ﹤0.01% 812
2021
Q3 		– Sell
-1,080
Closed -$248K – 904
2021
Q2 		$248K Buy
+1,080
New +$269K 0.02% 592
2014
Q3 		– Sell
-944
Closed -$105K – 811
2014
Q2 		$108K Buy
+944
New +$106K 0.04% 224
2013
Q4 		– Sell
-27,746
Closed -$3.19M – 601
2013
Q3 		$3.19M Buy
+27,746
New +$3.13M 1.08% 19

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

Summit Securities Group's WTW Position: Q2 2026 in Review

Summit Securities Group increased its Willis Towers Watson (WTW) stake by 81% in Q2 2026, buying an estimated $3.48K and bringing the position to 29 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Summit Securities Group first reported a position in WTW in Q3 2013 and has held it in 14 quarters since. The position peaked at $3.19M in Q3 2013. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Summit Securities Group held 29 shares of Willis Towers Watson worth $7.58K as of Q2 2026.
  • Summit Securities Group bought 13 Willis Towers Watson shares in Q2 2026, an estimated $3.48K.
  • Willis Towers Watson made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #893 holding.
  • Summit Securities Group first reported a position in Willis Towers Watson in Q3 2013 and has held it in 14 quarters since.
  • Summit Securities Group's Willis Towers Watson position peaked at $3.19M in Q3 2013.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.