AI
WTW icon

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
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 $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

Atria Investments's WTW Position: Q1 2026 in Review

Atria Investments increased its Willis Towers Watson (WTW) stake by 23% in Q1 2026, buying an estimated $272K and bringing the position to 4,716 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #888.

Atria Investments first reported a position in WTW in Q3 2016 and has held it in 20 quarters since. The position peaked at $1.49M in Q2 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Atria Investments held 4,716 shares of Willis Towers Watson worth $1.37M as of Q1 2026.
  • Atria Investments bought 885 Willis Towers Watson shares in Q1 2026, an estimated $272K.
  • Willis Towers Watson made up 0.02% of Atria Investments's portfolio in Q1 2026, its #888 holding.
  • Atria Investments first reported a position in Willis Towers Watson in Q3 2016 and has held it in 20 quarters since.
  • Atria Investments's Willis Towers Watson position peaked at $1.49M in Q2 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.