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Whipplewood Advisors’s Willis Towers Watson WTW Stock Holding History

Whipplewood 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 		$784 Sell
3
-9
-75% -$2.41K ﹤0.01% 574
2026
Q1 		$3.49K Buy
+12
New +$3.68K ﹤0.01% 674
2025
Q3 		– Sell
-12
Closed -$3.68K – 1171
2025
Q2 		$3.68K Sell
12
-11,285
-100% -$3.5M ﹤0.01% 754
2025
Q1 		$4.05K Buy
11,297
+11,285
+94,042% +$3.68M ﹤0.01% 740
2024
Q4 		$3.76K Buy
+12
New +$3.68K ﹤0.01% 752

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

Whipplewood Advisors's WTW Position: Q2 2026 in Review

Whipplewood Advisors reduced its Willis Towers Watson (WTW) stake by 75% in Q2 2026, selling an estimated $2.41K and leaving 3 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Whipplewood Advisors first reported a position in WTW in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.05K in Q1 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Whipplewood Advisors held 3 shares of Willis Towers Watson worth $784 as of Q2 2026.
  • Whipplewood Advisors sold 9 Willis Towers Watson shares in Q2 2026, an estimated $2.41K.
  • Willis Towers Watson made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #574 holding.
  • Whipplewood Advisors first reported a position in Willis Towers Watson in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Willis Towers Watson position peaked at $4.05K in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.