Addison Advisors
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Addison Advisors’s Willis Towers Watson WTW Stock Holding History

Addison 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
Q3 		$289 Buy
+1
New +$316 ﹤0.01% 760
2023
Q1 		– Sell
-2
Closed -$489 – 796
2022
Q4 		$489 Hold
2
– – ﹤0.01% 687
2022
Q3 		$0 Hold
2
– – ﹤0.01% 779
2022
Q2 		$0 Hold
2
– – ﹤0.01% 785
2022
Q1 		$0 Hold
2
– – ﹤0.01% 796
2021
Q4 		$0 Buy
+2
New +$473 ﹤0.01% 724

Other funds holding WTW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Addison Advisors's WTW Position: Q3 2026 in Review

Addison Advisors opened a new position in Willis Towers Watson (WTW) in Q3 2026: 1 share worth $289. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Addison Advisors previously reported a position in WTW as recently as Q4 2022.

Addison Advisors first reported a position in WTW in Q4 2021 and has held it in 6 quarters since. The position peaked at $489 in Q4 2022. 371 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Addison Advisors held 1 share of Willis Towers Watson worth $289 as of Q3 2026.
  • Willis Towers Watson was a new Addison Advisors position in Q3 2026.
  • Willis Towers Watson made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #760 holding.
  • Addison Advisors first reported a position in Willis Towers Watson in Q4 2021 and has held it in 6 quarters since.
  • Addison Advisors's Willis Towers Watson position peaked at $489 in Q4 2022.
  • 371 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.