Annis Gardner Whiting Capital Advisors’s Willis Towers Watson WTW Stock Holding History

Annis Gardner Whiting Capital 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 Q1	$35K	Buy	120 +3	+3%	+$920	0.01%	635
2025 Q4	$38.5K	Sell	117 -4	-3%	-$1.31K	0.01%	565
2025 Q3	$41.9K	Sell	121 -13	-10%	-$4.21K	0.01%	523
2025 Q2	$41.2K	Buy	134 +1	+0.8%	+$310	0.01%	450
2025 Q1	$45.1K	Buy	133 +1	+0.8%	+$326	0.02%	360
2024 Q4	$41.5K	Sell	132 -7	-5%	-$2.15K	0.01%	367
2024 Q3	$41.1K	Buy	139 +11	+9%	+$3.08K	0.01%	387
2024 Q2	$33.7K	Buy	128 +38	+42%	+$9.81K	0.01%	469
2024 Q1	$24.8K	Buy	90 +5	+6%	+$1.31K	0.01%	503
2023 Q4	$20.6K	Hold	85	–	–	0.01%	396
2023 Q3	$17.8K	Buy	+85	New	+$18.1K	0.01%	404

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

Annis Gardner Whiting Capital Advisors's WTW Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Willis Towers Watson (WTW) stake by 2.6% in Q1 2026, buying an estimated $920 and bringing the position to 120 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #635.

Annis Gardner Whiting Capital Advisors first reported a position in WTW in Q3 2023 and has held it in 11 quarters since. The position peaked at $45.1K in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 120 shares of Willis Towers Watson worth $35K as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 3 Willis Towers Watson shares in Q1 2026, an estimated $920.
Willis Towers Watson made up 0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #635 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Willis Towers Watson in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's Willis Towers Watson position peaked at $45.1K in Q1 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.