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3Chopt Investment Partners’s Willis Towers Watson WTW Stock Holding History

3Chopt Investment Partners’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
Q1 		$446K Sell
1,528
-214
-12% -$65.7K 0.1% 147
2025
Q4 		$574K Sell
1,742
-48
-3% -$15.7K 0.13% 132
2025
Q3 		$620K Sell
1,790
-315
-15% -$102K 0.14% 120
2025
Q2 		$647K Sell
2,105
-51
-2% -$15.8K 0.16% 117
2025
Q1 		$731K Buy
+2,156
New +$703K 0.19% 104
2024
Q3 		– Sell
-2,209
Closed -$581K – 181
2024
Q2 		$581K Buy
+2,209
New +$570K 0.18% 106
2024
Q1 		– Sell
-2,299
Closed -$556K – 164
2023
Q4 		$556K Buy
+2,299
New +$532K 0.2% 97
2023
Q3 		– Sell
-2,303
Closed -$544K – 138
2023
Q2 		$544K Sell
2,303
-1,964
-46% -$453K 0.27% 83
2023
Q1 		$995K Sell
4,267
-1,354
-24% -$327K 0.53% 56
2022
Q4 		$1.38M Buy
+5,621
New +$1.28M 0.75% 45

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

3Chopt Investment Partners's WTW Position: Q1 2026 in Review

3Chopt Investment Partners reduced its Willis Towers Watson (WTW) stake by 12% in Q1 2026, selling an estimated $65.7K and leaving 1,528 shares worth $446K. The position accounts for 0.1% of the portfolio, ranked #147.

3Chopt Investment Partners first reported a position in WTW in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.38M in Q4 2022. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • 3Chopt Investment Partners held 1,528 shares of Willis Towers Watson worth $446K as of Q1 2026.
  • 3Chopt Investment Partners sold 214 Willis Towers Watson shares in Q1 2026, an estimated $65.7K.
  • Willis Towers Watson made up 0.1% of 3Chopt Investment Partners's portfolio in Q1 2026, its #147 holding.
  • 3Chopt Investment Partners first reported a position in Willis Towers Watson in Q4 2022 and has held it in 10 quarters since.
  • 3Chopt Investment Partners's Willis Towers Watson position peaked at $1.38M in Q4 2022.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.