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Bollard Group’s Willis Towers Watson WTW Stock Holding History

Bollard Group’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 		$90K Sell
310
-475
-61% -$146K ﹤0.01% 215
2025
Q4 		$258K Buy
+785
New +$257K 0.01% 163

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

Bollard Group's WTW Position: Q1 2026 in Review

Bollard Group reduced its Willis Towers Watson (WTW) stake by 61% in Q1 2026, selling an estimated $146K and leaving 310 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Bollard Group first reported a position in WTW in Q4 2025 and has held it in 2 quarters since. The position peaked at $258K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Bollard Group held 310 shares of Willis Towers Watson worth $90K as of Q1 2026.
  • Bollard Group sold 475 Willis Towers Watson shares in Q1 2026, an estimated $146K.
  • Willis Towers Watson made up ﹤0.01% of Bollard Group's portfolio in Q1 2026, its #215 holding.
  • Bollard Group first reported a position in Willis Towers Watson in Q4 2025 and has held it in 2 quarters since.
  • Bollard Group's Willis Towers Watson position peaked at $258K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.