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 Q2	$303K	Sell	1,155 -373	-24%	-$99.8K	0.06%	203
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 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 $3.38T AUM 44.17% 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

3Chopt Investment Partners's WTW Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Willis Towers Watson (WTW) stake by 24% in Q2 2026, selling an estimated $99.8K and leaving 1,155 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #203.

3Chopt Investment Partners first reported a position in WTW in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.38M in Q4 2022. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

3Chopt Investment Partners held 1,155 shares of Willis Towers Watson worth $303K as of Q2 2026.
3Chopt Investment Partners sold 373 Willis Towers Watson shares in Q2 2026, an estimated $99.8K.
Willis Towers Watson made up 0.06% of 3Chopt Investment Partners's portfolio in Q2 2026, its #203 holding.
3Chopt Investment Partners first reported a position in Willis Towers Watson in Q4 2022 and has held it in 11 quarters since.
3Chopt Investment Partners's Willis Towers Watson position peaked at $1.38M in Q4 2022.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.