SS
WTW icon

Sunbelt Securities’s Willis Towers Watson WTW Stock Holding History

Sunbelt Securities’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 		$872 Hold
3
– – ﹤0.01% 2128
2025
Q4 		$986 Hold
3
– – ﹤0.01% 2058
2025
Q3 		$1.04K Buy
+3
New +$972 ﹤0.01% 2038

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunbelt Securities's WTW Position: Q1 2026 in Review

Sunbelt Securities held its Willis Towers Watson (WTW) position steady in Q1 2026 at 3 shares worth $872. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Sunbelt Securities first reported a position in WTW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.04K in Q3 2025. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Sunbelt Securities held 3 shares of Willis Towers Watson worth $872 as of Q1 2026.
  • Sunbelt Securities left its Willis Towers Watson share count unchanged in Q1 2026.
  • Willis Towers Watson made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2128 holding.
  • Sunbelt Securities first reported a position in Willis Towers Watson in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Willis Towers Watson position peaked at $1.04K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.