STA
WTW icon

Summit Trail Advisors’s Willis Towers Watson WTW Stock Holding History

Summit Trail Advisors’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 		$2.56M Buy
9,795
+265
+3% +$70.9K 0.03% 444
2026
Q1 		$2.77M Buy
9,530
+498
+6% +$153K 0.04% 338
2025
Q4 		$2.98M Sell
9,032
-18
-0.2% -$5.89K 0.05% 237
2025
Q3 		$3.13M Buy
9,050
+63
+0.7% +$20.4K 0.04% 241
2025
Q2 		$2.76M Buy
8,987
+7,725
+612% +$2.4M 0.05% 202
2025
Q1 		$428K Buy
1,262
+422
+50% +$138K 0.01% 266
2024
Q4 		$264K Buy
+840
New +$258K 0.01% 318
2024
Q2 		– Sell
-1,139
Closed -$314K – 676
2024
Q1 		$314K Buy
1,139
+282
+33% +$74.2K 0.01% 442
2023
Q4 		$207K Buy
+857
New +$198K 0.01% 491
2022
Q3 		– Sell
-1,145
Closed -$227K – 420
2022
Q2 		$227K Buy
+1,145
New +$245K 0.01% 324
2019
Q1 		– Sell
-6,379
Closed -$969K – 134
2018
Q4 		$969K Sell
6,379
-179
-3% -$26.8K 0.34% 38
2018
Q3 		$924K Buy
6,558
+179
+3% +$27.1K 0.2% 64
2018
Q2 		$967K Buy
+6,379
New +$971K 0.34% 43
2018
Q1 		– Sell
-274
Closed -$44K – 1681
2017
Q4 		$44K Buy
+274
New +$43.3K 0.01% 850

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 Trail Advisors's WTW Position: Q2 2026 in Review

Summit Trail Advisors increased its Willis Towers Watson (WTW) stake by 2.8% in Q2 2026, buying an estimated $70.9K and bringing the position to 9,795 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #444.

Summit Trail Advisors first reported a position in WTW in Q4 2017 and has held it in 14 quarters since. The position peaked at $3.13M in Q3 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Summit Trail Advisors held 9,795 shares of Willis Towers Watson worth $2.56M as of Q2 2026.
  • Summit Trail Advisors bought 265 Willis Towers Watson shares in Q2 2026, an estimated $70.9K.
  • Willis Towers Watson made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #444 holding.
  • Summit Trail Advisors first reported a position in Willis Towers Watson in Q4 2017 and has held it in 14 quarters since.
  • Summit Trail Advisors's Willis Towers Watson position peaked at $3.13M in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.