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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
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 $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

Summit Securities Group's WTW Position: Q1 2026 in Review

Summit Securities Group reduced its Willis Towers Watson (WTW) stake by 89% in Q1 2026, selling an estimated $39K and leaving 16 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Summit Securities Group first reported a position in WTW in Q3 2013 and has held it in 13 quarters since. The position peaked at $3.19M in Q3 2013. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Summit Securities Group held 16 shares of Willis Towers Watson worth $4.65K as of Q1 2026.
  • Summit Securities Group sold 127 Willis Towers Watson shares in Q1 2026, an estimated $39K.
  • Willis Towers Watson made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #813 holding.
  • Summit Securities Group first reported a position in Willis Towers Watson in Q3 2013 and has held it in 13 quarters since.
  • Summit Securities Group's Willis Towers Watson position peaked at $3.19M in Q3 2013.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.