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Synergy Investment Management’s Willis Towers Watson WTW Stock Holding History

Synergy Investment Management’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 		$2.53K Buy
8
+6
+300% +$1.6K ﹤0.01% 870
2026
Q1 		$581 Buy
+2
New +$614 ﹤0.01% 828

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

Synergy Investment Management's WTW Position: Q2 2026 in Review

Synergy Investment Management increased its Willis Towers Watson (WTW) stake by 300% in Q2 2026, buying an estimated $1.6K and bringing the position to 8 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Synergy Investment Management first reported a position in WTW in Q1 2026 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Synergy Investment Management held 8 shares of Willis Towers Watson worth $2.53K as of Q2 2026.
  • Synergy Investment Management bought 6 Willis Towers Watson shares in Q2 2026, an estimated $1.6K.
  • Willis Towers Watson made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #870 holding.
  • Synergy Investment Management first reported a position in Willis Towers Watson in Q1 2026 and has held it in 2 quarters since.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.