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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
Q2 		$868K Buy
3,309
+10
+0.3% +$2.67K 0.02% 288
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AlTi Global's WTW Position: Q2 2026 in Review

AlTi Global increased its Willis Towers Watson (WTW) stake by 0.3% in Q2 2026, buying an estimated $2.67K and bringing the position to 3,309 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #288.

AlTi Global first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q3 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • AlTi Global held 3,309 shares of Willis Towers Watson worth $868K as of Q2 2026.
  • AlTi Global bought 10 Willis Towers Watson shares in Q2 2026, an estimated $2.67K.
  • Willis Towers Watson made up 0.02% of AlTi Global's portfolio in Q2 2026, its #288 holding.
  • AlTi Global first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's Willis Towers Watson position peaked at $1.13M in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.