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Atria Investments’s Willis Towers Watson WTW Stock Holding History

Atria Investments’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 		$977K Sell
3,737
-979
-21% -$262K 0.01% 1125
2026
Q1 		$1.37M Buy
4,716
+885
+23% +$272K 0.02% 888
2025
Q4 		$1.26M Buy
3,831
+584
+18% +$191K 0.01% 949
2025
Q3 		$1.12M Sell
3,247
-1,620
-33% -$525K 0.01% 996
2025
Q2 		$1.49M Buy
4,867
+2,272
+88% +$705K 0.02% 853
2025
Q1 		$877K Sell
2,595
-191
-7% -$62.3K 0.01% 1051
2024
Q4 		$873K Sell
2,786
-267
-9% -$81.9K 0.01% 1049
2024
Q3 		$899K Sell
3,053
-259
-8% -$72.5K 0.01% 1022
2024
Q2 		$868K Buy
+3,312
New +$855K 0.01% 1012
2023
Q2 		– Sell
-6,318
Closed -$1.47M – 894
2023
Q1 		$1.47M Buy
+6,318
New +$1.53M 0.03% 654
2019
Q3 		– Sell
-1,344
Closed -$259K – 978
2019
Q2 		$259K Sell
1,344
-1,380
-51% -$250K 0.01% 801
2019
Q1 		$478K Buy
2,724
+1,086
+66% +$180K 0.02% 543
2018
Q4 		$249K Buy
1,638
+70
+4% +$10.5K 0.01% 727
2018
Q3 		$221K Sell
1,568
-1
-0.1% -$151 0.01% 895
2018
Q2 		$238K Buy
+1,569
New +$239K 0.01% 822
2018
Q1 		– Sell
-3,033
Closed -$457K – 917
2017
Q4 		$457K Sell
3,033
-1,504
-33% -$238K 0.02% 502
2017
Q3 		$700K Sell
4,537
-90
-2% -$13.4K 0.04% 390
2017
Q2 		$673K Sell
4,627
-178
-4% -$24.9K 0.04% 364
2017
Q1 		$629K Buy
4,805
+46
+1% +$5.85K 0.04% 348
2016
Q4 		$582K Buy
4,759
+1,025
+27% +$128K 0.04% 317
2016
Q3 		$496K Buy
+3,734
New +$465K 0.05% 313

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 $3.38T AUM 44.17% 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

Atria Investments's WTW Position: Q2 2026 in Review

Atria Investments reduced its Willis Towers Watson (WTW) stake by 21% in Q2 2026, selling an estimated $262K and leaving 3,737 shares worth $977K. The position accounts for 0.01% of the portfolio, ranked #1125.

Atria Investments first reported a position in WTW in Q3 2016 and has held it in 21 quarters since. The position peaked at $1.49M in Q2 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Atria Investments held 3,737 shares of Willis Towers Watson worth $977K as of Q2 2026.
  • Atria Investments sold 979 Willis Towers Watson shares in Q2 2026, an estimated $262K.
  • Willis Towers Watson made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1125 holding.
  • Atria Investments first reported a position in Willis Towers Watson in Q3 2016 and has held it in 21 quarters since.
  • Atria Investments's Willis Towers Watson position peaked at $1.49M in Q2 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.