AlTi Global’s Willis Towers Watson WTW Stock Holding History

AlTi Global’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	$962K	Sell	3,299 -3	-0.1%	-$920	0.02%	243
2025 Q4	$1.09M	Buy	3,302 +36	+1%	+$11.8K	0.02%	221
2025 Q3	$1.13M	Buy	3,266 +6	+0.2%	+$1.94K	0.03%	227
2025 Q2	$1M	Buy	3,260 +6	+0.2%	+$1.86K	0.03%	232
2025 Q1	$1.1M	Sell	3,254 -19	-0.6%	-$6.19K	0.03%	195
2024 Q4	$1.03M	Buy	3,273 +1	+0%	+$307	0.02%	218
2024 Q3	$967K	Sell	3,272 -199	-6%	-$55.7K	0.02%	218
2024 Q2	$913K	Sell	3,471 -75	-2%	-$19.4K	0.02%	213
2024 Q1	$978K	Buy	3,546 +202	+6%	+$53.1K	0.03%	202
2023 Q4	$809K	Buy	+3,344	New	+$773K	0.02%	206

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

AlTi Global's WTW Position: Q1 2026 in Review

AlTi Global reduced its Willis Towers Watson (WTW) stake by 0.09% in Q1 2026, selling an estimated $920 and leaving 3,299 shares worth $962K. The position accounts for 0.02% of the portfolio, ranked #243.

AlTi Global first reported a position in WTW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

AlTi Global held 3,299 shares of Willis Towers Watson worth $962K as of Q1 2026.
AlTi Global sold 3 Willis Towers Watson shares in Q1 2026, an estimated $920.
Willis Towers Watson made up 0.02% of AlTi Global's portfolio in Q1 2026, its #243 holding.
AlTi Global first reported a position in Willis Towers Watson in Q4 2023 and has held it in 10 quarters since.
AlTi Global's Willis Towers Watson position peaked at $1.13M in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.