Tompkins Financial’s Willis Towers Watson WTW Stock Holding History

Tompkins Financial’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	$2.35K	Hold	9	–	–	﹤0.01%	517
2026 Q1	$2.62K	Hold	9	–	–	﹤0.01%	518
2025 Q4	$2.96K	Hold	9	–	–	﹤0.01%	520
2025 Q3	$3.11K	Hold	9	–	–	﹤0.01%	498
2025 Q2	$2.76K	Hold	9	–	–	﹤0.01%	494
2025 Q1	$3.04K	Hold	9	–	–	﹤0.01%	513
2024 Q4	$2.82K	Hold	9	–	–	﹤0.01%	483
2024 Q3	$2.65K	Hold	9	–	–	﹤0.01%	534
2024 Q2	$2.36K	Hold	9	–	–	﹤0.01%	545
2024 Q1	$2.48K	Hold	9	–	–	﹤0.01%	572
2023 Q4	$2.17K	Hold	9	–	–	﹤0.01%	587
2023 Q3	$1.88K	Hold	9	–	–	﹤0.01%	539
2023 Q2	$2.12K	Hold	9	–	–	﹤0.01%	560
2023 Q1	$2.09K	Hold	9	–	–	﹤0.01%	583
2022 Q4	$2K	Hold	9	–	–	﹤0.01%	581
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	569
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	553
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	578
2021 Q4	$2K	Hold	9	–	–	﹤0.01%	341
2021 Q3	$2K	Buy	+9	New	+$2K	﹤0.01%	376
2016 Q2	–	Sell	-300	Closed	-$36K	–	574
2016 Q1	$36K	Buy	+300	New	+$34.5K	0.01%	277

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

Tompkins Financial's WTW Position: Q2 2026 in Review

Tompkins Financial held its Willis Towers Watson (WTW) position steady in Q2 2026 at 9 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Tompkins Financial first reported a position in WTW in Q1 2016 and has held it in 21 quarters since. The position peaked at $36K in Q1 2016. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Tompkins Financial held 9 shares of Willis Towers Watson worth $2.35K as of Q2 2026.
Tompkins Financial left its Willis Towers Watson share count unchanged in Q2 2026.
Willis Towers Watson made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #517 holding.
Tompkins Financial first reported a position in Willis Towers Watson in Q1 2016 and has held it in 21 quarters since.
Tompkins Financial's Willis Towers Watson position peaked at $36K in Q1 2016.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.