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Bruce G. Allen Investments’s Willis Towers Watson WTW Stock Holding History

Bruce G. Allen Investments’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 		$13.7K Hold
47
– – 0.01% 447
2025
Q4 		$15.4K Hold
47
– – 0.01% 427
2025
Q3 		$16.2K Hold
47
– – 0.01% 424
2025
Q2 		$14.4K Sell
47
-5
-10% -$1.55K 0.01% 430
2025
Q1 		$17.6K Hold
52
– – 0.01% 388
2024
Q4 		$16.3K Buy
52
+5
+11% +$1.53K 0.01% 411
2024
Q3 		$13.8K Hold
47
– – 0.01% 437
2024
Q2 		$12.3K Hold
47
– – 0.01% 437
2024
Q1 		$12.9K Hold
47
– – 0.01% 434
2023
Q4 		$11.3K Buy
+47
New +$10.9K 0.01% 455

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

Bruce G. Allen Investments's WTW Position: Q1 2026 in Review

Bruce G. Allen Investments held its Willis Towers Watson (WTW) position steady in Q1 2026 at 47 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #447.

Bruce G. Allen Investments first reported a position in WTW in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.6K in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Bruce G. Allen Investments held 47 shares of Willis Towers Watson worth $13.7K as of Q1 2026.
  • Bruce G. Allen Investments left its Willis Towers Watson share count unchanged in Q1 2026.
  • Willis Towers Watson made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #447 holding.
  • Bruce G. Allen Investments first reported a position in Willis Towers Watson in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Willis Towers Watson position peaked at $17.6K in Q1 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.