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Ameritas Investment Partners’s Willis Towers Watson WTW Stock Holding History

Ameritas Investment Partners’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 		$1.31M Buy
4,505
+62
+1% +$19K 0.04% 506
2025
Q4 		$1.46M Sell
4,443
-231
-5% -$75.6K 0.04% 458
2025
Q3 		$1.61M Sell
4,674
-165
-3% -$53.4K 0.05% 414
2025
Q2 		$1.48M Buy
4,839
+26
+0.5% +$8.06K 0.05% 456
2025
Q1 		$1.63M Sell
4,813
-974
-17% -$317K 0.06% 404
2024
Q4 		$1.81M Sell
5,787
-56
-1% -$17.2K 0.06% 375
2024
Q3 		$1.72M Sell
5,843
-380
-6% -$106K 0.06% 409
2024
Q2 		$1.63M Buy
6,223
+5
+0.1% +$1.29K 0.06% 397
2024
Q1 		$1.71M Sell
6,218
-850
-12% -$224K 0.06% 399
2023
Q4 		$1.7M Buy
7,068
+527
+8% +$122K 0.06% 363
2023
Q3 		$1.37M Sell
6,541
-993
-13% -$212K 0.05% 426
2023
Q2 		$1.77M Sell
7,534
-934
-11% -$215K 0.07% 336
2023
Q1 		$1.97M Sell
8,468
-100
-1% -$24.2K 0.08% 285
2022
Q4 		$2.11M Buy
8,568
+3
+0% +$685 0.08% 271
2022
Q3 		$1.72M Sell
8,565
-240
-3% -$49.5K 0.08% 290
2022
Q2 		$1.74M Buy
8,805
+73
+0.8% +$15.7K 0.07% 302
2022
Q1 		$2.06M Sell
8,732
-3,596
-29% -$823K 0.07% 301
2021
Q4 		$2.93M Sell
12,328
-272
-2% -$64.4K 0.1% 210
2021
Q3 		$2.93M Buy
12,600
+358
+3% +$79.7K 0.11% 186
2021
Q2 		$2.81M Buy
12,242
+52
+0.4% +$12.9K 0.1% 202
2021
Q1 		$2.66M Buy
12,190
+11
+0.1% +$2.4K 0.1% 210
2020
Q4 		$2.56M Sell
12,179
-427
-3% -$87.9K 0.12% 197
2020
Q3 		$2.63M Sell
12,606
-54
-0.4% -$11K 0.12% 161
2020
Q2 		$2.49M Sell
12,660
-2,556
-17% -$489K 0.12% 158
2020
Q1 		$2.58M Sell
15,216
-281
-2% -$55.3K 0.15% 119
2019
Q4 		$3.13M Sell
15,497
-1,851
-11% -$355K 0.14% 131
2019
Q3 		$3.35M Sell
17,348
-152
-0.9% -$29.7K 0.15% 118
2019
Q2 		$3.35M Buy
17,500
+53
+0.3% +$9.6K 0.15% 113
2019
Q1 		$3.06M Sell
17,447
-83
-0.5% -$13.8K 0.14% 124
2018
Q4 		$2.66M Buy
17,530
+2,200
+14% +$329K 0.15% 131
2018
Q3 		$2.16M Sell
15,330
-98
-0.6% -$14.8K 0.1% 233
2018
Q2 		$2.34M Sell
15,428
-319
-2% -$48.6K 0.11% 187
2018
Q1 		$2.4M Buy
15,747
+8,628
+121% +$1.35M 0.11% 193
2017
Q4 		$1.8M Sell
7,119
-13,482
-65% -$2.13M 0.08% 287
2017
Q3 		$3.16M Sell
20,601
-219
-1% -$32.7K 0.15% 127
2017
Q2 		$3.03M Buy
20,820
+94
+0.5% +$13.1K 0.15% 134
2017
Q1 		$2.71M Sell
20,726
-1,471
-7% -$187K 0.13% 150
2016
Q4 		$2.71M Buy
22,197
+4,145
+23% +$517K 0.14% 154
2016
Q3 		$2.79M Sell
18,052
-2,085
-10% -$260K 0.15% 127
2016
Q2 		$2.5M Buy
20,137
+167
+0.8% +$20.6K 0.16% 131
2016
Q1 		$2.37M Buy
+19,970
New +$2.3M 0.16% 144

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

Ameritas Investment Partners's WTW Position: Q1 2026 in Review

Ameritas Investment Partners increased its Willis Towers Watson (WTW) stake by 1.4% in Q1 2026, buying an estimated $19K and bringing the position to 4,505 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #506.

Ameritas Investment Partners first reported a position in WTW in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.35M in Q2 2019. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Ameritas Investment Partners held 4,505 shares of Willis Towers Watson worth $1.31M as of Q1 2026.
  • Ameritas Investment Partners bought 62 Willis Towers Watson shares in Q1 2026, an estimated $19K.
  • Willis Towers Watson made up 0.04% of Ameritas Investment Partners's portfolio in Q1 2026, its #506 holding.
  • Ameritas Investment Partners first reported a position in Willis Towers Watson in Q1 2016 and has held it in 41 quarters since.
  • Ameritas Investment Partners's Willis Towers Watson position peaked at $3.35M in Q2 2019.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.