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AGF Management’s Willis Towers Watson WTW Stock Holding History

AGF 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 		$3.48M Buy
11,973
+2,283
+24% +$700K 0.02% 362
2025
Q4 		$3.18M Buy
9,690
+381
+4% +$125K 0.01% 336
2025
Q3 		$3.22M Sell
9,309
-345
-4% -$112K 0.01% 392
2025
Q2 		$2.96M Buy
9,654
+1,508
+19% +$468K 0.01% 403
2025
Q1 		$2.75M Sell
8,146
-332
-4% -$108K 0.01% 369
2024
Q4 		$2.66M Sell
8,478
-1,886
-18% -$579K 0.01% 358
2024
Q3 		$3.05M Buy
10,364
+1,244
+14% +$348K 0.02% 439
2024
Q2 		$2.39M Buy
9,120
+930
+11% +$240K 0.01% 387
2024
Q1 		$2.25M Sell
8,190
-3,349
-29% -$881K 0.01% 459
2023
Q4 		$2.78M Buy
+11,539
New +$2.67M 0.02% 437

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

AGF Management's WTW Position: Q1 2026 in Review

AGF Management increased its Willis Towers Watson (WTW) stake by 24% in Q1 2026, buying an estimated $700K and bringing the position to 11,973 shares worth $3.48M. The position accounts for 0.02% of the portfolio, ranked #362.

AGF Management first reported a position in WTW in Q4 2023 and has held it in 10 quarters since. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • AGF Management held 11,973 shares of Willis Towers Watson worth $3.48M as of Q1 2026.
  • AGF Management bought 2,283 Willis Towers Watson shares in Q1 2026, an estimated $700K.
  • Willis Towers Watson made up 0.02% of AGF Management's portfolio in Q1 2026, its #362 holding.
  • AGF Management first reported a position in Willis Towers Watson in Q4 2023 and has held it in 10 quarters since.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.