Blueshift Asset Management’s Willis Towers Watson WTW Stock Holding History

Blueshift Asset Management’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 Q2	$383K	Buy	+1,466	New	+$392K	0.09%	301
2026 Q1	–	Sell	-750	Closed	-$246K	–	673
2025 Q4	$246K	Buy	+750	New	+$246K	0.07%	373
2025 Q3	–	Sell	-763	Closed	-$234K	–	642
2025 Q2	$234K	Buy	+763	New	+$237K	0.07%	351
2024 Q4	–	Sell	-2,627	Closed	-$774K	–	530
2024 Q3	$774K	Sell	2,627 -401	-13%	-$112K	0.19%	130
2024 Q2	$794K	Buy	3,028 +1,010	+50%	+$261K	0.27%	98
2024 Q1	$555K	Buy	2,018 +524	+35%	+$138K	0.29%	111
2023 Q4	$360K	Buy	1,494 +38	+3%	+$8.79K	0.19%	154
2023 Q3	$304K	Buy	+1,456	New	+$311K	0.18%	181
2023 Q2	–	Sell	-2,375	Closed	-$552K	–	491
2023 Q1	$552K	Buy	+2,375	New	+$574K	0.23%	126
2021 Q4	–	Sell	-3,311	Closed	-$770K	–	1266
2021 Q3	$770K	Buy	+3,311	New	+$737K	0.04%	484
2021 Q2	–	Sell	-1,287	Closed	-$295K	–	1204
2021 Q1	$295K	Buy	+1,287	New	+$280K	0.03%	646
2020 Q4	–	Sell	-1,941	Closed	-$405K	–	907
2020 Q3	$405K	Buy	+1,941	New	+$396K	0.06%	387

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 $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blueshift Asset Management's WTW Position: Q2 2026 in Review

Blueshift Asset Management opened a new position in Willis Towers Watson (WTW) in Q2 2026: 1,466 shares worth $383K. The stake represents 0.09% of the portfolio and ranks #301 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in WTW as recently as Q4 2025.

Blueshift Asset Management first reported a position in WTW in Q3 2020 and has held it in 12 quarters since. The position peaked at $794K in Q2 2024. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Blueshift Asset Management held 1,466 shares of Willis Towers Watson worth $383K as of Q2 2026.
Willis Towers Watson was a new Blueshift Asset Management position in Q2 2026.
Willis Towers Watson made up 0.09% of Blueshift Asset Management's portfolio in Q2 2026, its #301 holding.
Blueshift Asset Management first reported a position in Willis Towers Watson in Q3 2020 and has held it in 12 quarters since.
Blueshift Asset Management's Willis Towers Watson position peaked at $794K in Q2 2024.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.