BFS
WTW icon

Bare Financial Services’s Willis Towers Watson WTW Stock Holding History

Bare Financial Services’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 		$872 Buy
3
+1
+50% +$307 ﹤0.01% 1312
2025
Q4 		$657 Hold
2
– – ﹤0.01% 1266
2025
Q3 		$691 Sell
2
-15
-88% -$4.86K ﹤0.01% 1133
2025
Q2 		$5.21K Buy
17
+16
+1,600% +$4.96K ﹤0.01% 453
2025
Q1 		$338 Buy
+1
New +$326 ﹤0.01% 918

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

Bare Financial Services's WTW Position: Q1 2026 in Review

Bare Financial Services increased its Willis Towers Watson (WTW) stake by 50% in Q1 2026, buying an estimated $307 and bringing the position to 3 shares worth $872. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Bare Financial Services first reported a position in WTW in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.21K in Q2 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Bare Financial Services held 3 shares of Willis Towers Watson worth $872 as of Q1 2026.
  • Bare Financial Services bought 1 Willis Towers Watson share in Q1 2026, an estimated $307.
  • Willis Towers Watson made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #1312 holding.
  • Bare Financial Services first reported a position in Willis Towers Watson in Q1 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Willis Towers Watson position peaked at $5.21K in Q2 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

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