TFC Financial Management’s Willis Towers Watson WTW Stock Holding History

TFC Financial 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	$1.05K	Buy	+4	New	+$1.07K	﹤0.01%	645
2025 Q2	–	Sell	-1	Closed	-$338	–	1099
2025 Q1	$338	Buy	+1	New	+$326	﹤0.01%	694
2024 Q2	–	Sell	-1	Closed	-$275	–	1114
2024 Q1	$275	Buy	+1	New	+$263	﹤0.01%	693
2022 Q3	–	Sell	-65	Closed	-$13K	–	583
2022 Q2	$13K	Hold	65	–	–	﹤0.01%	292
2022 Q1	$15K	Hold	65	–	–	﹤0.01%	282
2021 Q4	$15K	Buy	+65	New	+$15.4K	﹤0.01%	303

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFC Financial Management's WTW Position: Q2 2026 in Review

TFC Financial Management opened a new position in Willis Towers Watson (WTW) in Q2 2026: 4 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in WTW as recently as Q1 2025.

TFC Financial Management first reported a position in WTW in Q4 2021 and has held it in 6 quarters since. The position peaked at $15K in Q1 2022. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

TFC Financial Management held 4 shares of Willis Towers Watson worth $1.05K as of Q2 2026.
Willis Towers Watson was a new TFC Financial Management position in Q2 2026.
Willis Towers Watson made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #645 holding.
TFC Financial Management first reported a position in Willis Towers Watson in Q4 2021 and has held it in 6 quarters since.
TFC Financial Management's Willis Towers Watson position peaked at $15K in Q1 2022.
691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.