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Waverly Advisors’s Willis Towers Watson WTW Stock Holding History

Waverly 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 		$309K Buy
1,181
+54
+5% +$14.4K ﹤0.01% 1401
2026
Q1 		$327K Sell
1,127
-44
-4% -$13.5K ﹤0.01% 1259
2025
Q4 		$385K Buy
1,171
+388
+50% +$127K ﹤0.01% 1113
2025
Q3 		$270K Sell
783
-6
-0.8% -$1.94K ﹤0.01% 1084
2025
Q2 		$242K Buy
789
+76
+11% +$23.6K ﹤0.01% 1055
2025
Q1 		$241K Sell
713
-252
-26% -$82.1K ﹤0.01% 996
2024
Q4 		$302K Buy
+965
New +$296K ﹤0.01% 820
2018
Q1 		– Sell
-385
Closed -$58K – 359
2017
Q4 		$58K Buy
+385
New +$60.8K 0.01% 245
2015
Q3 		– Sell
-151
Closed -$19K – 454
2015
Q2 		$19K Buy
+151
New +$19.2K 0.01% 220

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

Waverly Advisors's WTW Position: Q2 2026 in Review

Waverly Advisors increased its Willis Towers Watson (WTW) stake by 4.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,181 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Waverly Advisors first reported a position in WTW in Q2 2015 and has held it in 9 quarters since. The position peaked at $385K in Q4 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Waverly Advisors held 1,181 shares of Willis Towers Watson worth $309K as of Q2 2026.
  • Waverly Advisors bought 54 Willis Towers Watson shares in Q2 2026, an estimated $14.4K.
  • Willis Towers Watson made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1401 holding.
  • Waverly Advisors first reported a position in Willis Towers Watson in Q2 2015 and has held it in 9 quarters since.
  • Waverly Advisors's Willis Towers Watson position peaked at $385K in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.