44 Wealth Management’s Willis Towers Watson WTW Stock Holding History

44 Wealth Management’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	–	Sell	-2,939	Closed	-$966K	–	209
2025 Q4	$966K	Buy	2,939 +39	+1%	+$12.8K	0.32%	99
2025 Q3	$1M	Buy	2,900 +21	+0.7%	+$6.8K	0.34%	98
2025 Q2	$882K	Sell	2,879 -17	-0.6%	-$5.27K	0.31%	103
2025 Q1	$979K	Sell	2,896 -15	-0.5%	-$4.89K	0.37%	93
2024 Q4	$912K	Sell	2,911 -218	-7%	-$66.9K	0.35%	88
2024 Q3	$913K	Buy	+3,129	New	+$875K	0.32%	100
2023 Q2	$428K	Sell	1,816 -14	-0.8%	-$3.23K	0.15%	116
2023 Q1	$425K	Sell	1,830 -19	-1%	-$4.59K	0.14%	118
2022 Q4	$452K	Sell	1,849 -23	-1%	-$5.25K	0.16%	113
2022 Q3	$376K	Buy	1,872 +458	+32%	+$94.5K	0.15%	112
2022 Q2	$279K	Buy	1,414 +6	+0.4%	+$1.29K	0.11%	141
2022 Q1	$333K	Buy	1,408 +503	+56%	+$115K	0.12%	136
2021 Q4	$215K	Buy	+905	New	+$214K	0.07%	176
2021 Q1	–	Sell	-951	Closed	-$200K	–	190
2020 Q4	$200K	Buy	+951	New	+$196K	0.09%	155

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

44 Wealth Management's WTW Position: Q1 2026 in Review

44 Wealth Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 2,939 shares — an estimated $966K sold.

44 Wealth Management first reported a position in WTW in Q4 2020 and held it in 14 quarters. The position peaked at $1M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

44 Wealth Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
44 Wealth Management sold 2,939 Willis Towers Watson shares in Q1 2026, an estimated $966K.
44 Wealth Management first reported a position in Willis Towers Watson in Q4 2020 and held it in 14 quarters.
44 Wealth Management's Willis Towers Watson position peaked at $1M in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.