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Atomi Financial Group’s Willis Towers Watson WTW Stock Holding History

Atomi Financial Group’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 		$225K Sell
773
-125
-14% -$38.4K 0.01% 1102
2025
Q4 		$295K Buy
898
+152
+20% +$49.8K 0.01% 947
2025
Q3 		$258K Buy
746
+59
+9% +$19.1K 0.01% 976
2025
Q2 		$211K Sell
687
-81
-11% -$25.1K 0.01% 1020
2025
Q1 		$260K Buy
+768
New +$250K 0.01% 842

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

Atomi Financial Group's WTW Position: Q1 2026 in Review

Atomi Financial Group reduced its Willis Towers Watson (WTW) stake by 14% in Q1 2026, selling an estimated $38.4K and leaving 773 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #1102.

Atomi Financial Group first reported a position in WTW in Q1 2025 and has held it in 5 quarters since. The position peaked at $295K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Atomi Financial Group held 773 shares of Willis Towers Watson worth $225K as of Q1 2026.
  • Atomi Financial Group sold 125 Willis Towers Watson shares in Q1 2026, an estimated $38.4K.
  • Willis Towers Watson made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1102 holding.
  • Atomi Financial Group first reported a position in Willis Towers Watson in Q1 2025 and has held it in 5 quarters since.
  • Atomi Financial Group's Willis Towers Watson position peaked at $295K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.