Aptus Capital Advisors’s Willis Towers Watson WTW Stock Holding History

Aptus 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	–	Sell	-822	Closed	-$270K	–	1792
2025 Q4	$270K	Buy	822 +2	+0.2%	+$655	﹤0.01%	925
2025 Q3	$283K	Sell	820 -715	-47%	-$232K	﹤0.01%	860
2025 Q2	$470K	Buy	1,535 +882	+135%	+$274K	﹤0.01%	691
2025 Q1	$221K	Buy	+653	New	+$213K	﹤0.01%	860
2019 Q4	–	Sell	-12,852	Closed	-$2.48M	–	576
2019 Q3	$2.48M	Sell	12,852 -2,113	-14%	-$413K	0.14%	97
2019 Q2	$2.87M	Sell	14,965 -1,101	-7%	-$199K	0.4%	33
2019 Q1	$2.82M	Buy	+16,066	New	+$2.67M	0.48%	34

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aptus Capital Advisors's WTW Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 822 shares — an estimated $270K sold.

Aptus Capital Advisors first reported a position in WTW in Q1 2019 and held it in 7 quarters. The position peaked at $2.87M in Q2 2019. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Aptus Capital Advisors reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Aptus Capital Advisors sold 822 Willis Towers Watson shares in Q1 2026, an estimated $270K.
Aptus Capital Advisors first reported a position in Willis Towers Watson in Q1 2019 and held it in 7 quarters.
Aptus Capital Advisors's Willis Towers Watson position peaked at $2.87M in Q2 2019.
723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.