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Bell Investment Advisors’s Willis Towers Watson WTW Stock Holding History

Bell Investment Advisors’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 		$510K Hold
1,756
– – 0.08% 75
2025
Q4 		$577K Sell
1,756
-3
-0.2% -$982 0.09% 72
2025
Q3 		$608K Buy
1,759
+1,701
+2,933% +$551K 0.1% 70
2025
Q2 		$17.8K Hold
58
– – ﹤0.01% 461
2025
Q1 		$19.6K Hold
58
– – ﹤0.01% 395
2024
Q4 		$18.2K Hold
58
– – ﹤0.01% 415
2024
Q3 		$17.1K Hold
58
– – ﹤0.01% 434
2024
Q2 		$15.2K Buy
58
+9
+18% +$2.32K ﹤0.01% 459
2024
Q1 		$13.5K Sell
49
-11
-18% -$2.89K ﹤0.01% 480
2023
Q4 		$14.5K Buy
60
+13
+28% +$3.01K ﹤0.01% 434
2023
Q3 		$9.82K Sell
47
-47
-50% -$10K ﹤0.01% 509
2023
Q2 		$22.1K Buy
94
+5
+6% +$1.15K ﹤0.01% 297
2023
Q1 		$20.7K Buy
89
+3
+3% +$725 ﹤0.01% 297
2022
Q4 		$21K Buy
86
+7
+9% +$1.6K 0.01% 294
2022
Q3 		$16K Buy
79
+44
+126% +$9.08K 0.01% 304
2022
Q2 		$7K Buy
+35
New +$7.5K ﹤0.01% 582
2021
Q4 		$6K Hold
26
– – ﹤0.01% 722
2021
Q3 		$6K Buy
+26
New +$5.79K ﹤0.01% 674

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

Bell Investment Advisors's WTW Position: Q1 2026 in Review

Bell Investment Advisors held its Willis Towers Watson (WTW) position steady in Q1 2026 at 1,756 shares worth $510K. The position accounts for 0.08% of the portfolio, ranked #75.

Bell Investment Advisors first reported a position in WTW in Q3 2021 and has held it in 18 quarters since. The position peaked at $608K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Bell Investment Advisors held 1,756 shares of Willis Towers Watson worth $510K as of Q1 2026.
  • Bell Investment Advisors left its Willis Towers Watson share count unchanged in Q1 2026.
  • Willis Towers Watson made up 0.08% of Bell Investment Advisors's portfolio in Q1 2026, its #75 holding.
  • Bell Investment Advisors first reported a position in Willis Towers Watson in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Willis Towers Watson position peaked at $608K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.