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Transamerica Financial Advisors’s Willis Towers Watson WTW Stock Holding History

Transamerica Financial 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 		$111K Sell
422
-77
-15% -$20.6K 0.01% 553
2026
Q1 		$146K Buy
499
+317
+174% +$97.3K 0.01% 442
2025
Q4 		$59.9K Buy
182
+104
+133% +$34K 0.01% 518
2025
Q3 		$26.7K Buy
+78
New +$25.3K ﹤0.01% 559
2025
Q1 		– Sell
-567
Closed -$178K – 595
2024
Q4 		$178K Sell
567
-45
-7% -$13.8K 0.02% 225
2024
Q3 		$181K Buy
612
+611
+61,100% +$171K 0.02% 236
2024
Q2 		$1K Hold
1
– – ﹤0.01% 550
2024
Q1 		$1K Hold
1
– – ﹤0.01% 597
2023
Q4 		$1K Sell
1
-1
-50% -$231 ﹤0.01% 615
2023
Q3 		$1K Hold
2
– – ﹤0.01% 636
2023
Q2 		$1K Hold
2
– – ﹤0.01% 608
2023
Q1 		$1K Hold
2
– – ﹤0.01% 595
2022
Q4 		$1K Hold
2
– – ﹤0.01% 681
2022
Q3 		$1K Hold
2
– – ﹤0.01% 636
2022
Q2 		$1K Buy
+2
New +$429 ﹤0.01% 647

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's WTW Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Willis Towers Watson (WTW) stake by 15% in Q2 2026, selling an estimated $20.6K and leaving 422 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #553.

Transamerica Financial Advisors first reported a position in WTW in Q2 2022 and has held it in 15 quarters since. The position peaked at $181K in Q3 2024. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Transamerica Financial Advisors held 422 shares of Willis Towers Watson worth $111K as of Q2 2026.
  • Transamerica Financial Advisors sold 77 Willis Towers Watson shares in Q2 2026, an estimated $20.6K.
  • Willis Towers Watson made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #553 holding.
  • Transamerica Financial Advisors first reported a position in Willis Towers Watson in Q2 2022 and has held it in 15 quarters since.
  • Transamerica Financial Advisors's Willis Towers Watson position peaked at $181K in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.