Bank of America’s Willis Towers Watson WTW Stock Holding History

Bank of America’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
2025 Q4	–	Sell	-24,200	Closed	-$8.36M	–	8428
2025 Q3	$8.36M	Buy	+24,200	New	+$7.84M	﹤0.01%	3476
2018 Q3	–	Sell	-45,000	Closed	-$6.82M	–	7496
2018 Q2	$6.82M	Sell	45,000 -5,000	-10%	-$761K	﹤0.01%	2841
2018 Q1	$7.61M	Hold	50,000	–	–	﹤0.01%	2677
2017 Q4	$7.54M	Buy	+50,000	New	+$7.9M	﹤0.01%	2740

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

Bank of America's WTW Position: Q1 2026 in Review

Bank of America reduced its Willis Towers Watson (WTW) stake by 12% in Q1 2026, selling an estimated $19.8M and leaving 474,881 shares worth $138M. The position accounts for 0.01% of the portfolio, ranked #920.

Bank of America first reported a position in WTW in Q2 2013 and has held it in 52 quarters since. The position peaked at $228M in Q2 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Bank of America held 474,881 shares of Willis Towers Watson worth $138M as of Q1 2026.
Bank of America sold 64,643 Willis Towers Watson shares in Q1 2026, an estimated $19.8M.
Willis Towers Watson made up 0.01% of Bank of America's portfolio in Q1 2026, its #920 holding.
Bank of America first reported a position in Willis Towers Watson in Q2 2013 and has held it in 52 quarters since.
Bank of America's Willis Towers Watson position peaked at $228M in Q2 2025.
720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.