Avantra Family Wealth’s Willis Towers Watson WTW Stock Holding History

Avantra Family Wealth’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	-1,484	Closed	-$488K	–	185
2025 Q4	$488K	Buy	1,484 +42	+3%	+$13.7K	0.35%	85
2025 Q3	$498K	Buy	1,442 +21	+1%	+$6.8K	0.37%	83
2025 Q2	$436K	Buy	1,421 +28	+2%	+$8.68K	0.36%	84
2025 Q1	$471K	Sell	1,393 -17	-1%	-$5.54K	0.45%	78
2024 Q4	$442K	Buy	+1,410	New	+$432K	0.41%	92

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 $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 $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Avantra Family Wealth's WTW Position: Q1 2026 in Review

Avantra Family Wealth sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 1,484 shares — an estimated $488K sold.

Avantra Family Wealth first reported a position in WTW in Q4 2024 and held it in 5 quarters. The position peaked at $498K in Q3 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Avantra Family Wealth reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Avantra Family Wealth sold 1,484 Willis Towers Watson shares in Q1 2026, an estimated $488K.
Avantra Family Wealth first reported a position in Willis Towers Watson in Q4 2024 and held it in 5 quarters.
Avantra Family Wealth's Willis Towers Watson position peaked at $498K in Q3 2025.
720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.