Catalyst Funds Management’s Willis Towers Watson WTW Stock Holding History

Catalyst Funds 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 Q1	–	Sell	-920	Closed	-$302K	–	726
2025 Q4	$302K	Sell	920 -480	-34%	-$157K	0.07%	230
2025 Q3	$484K	Buy	+1,400	New	+$453K	0.07%	242
2025 Q2	–	Sell	-720	Closed	-$243K	–	722
2025 Q1	$243K	Buy	+720	New	+$235K	0.06%	305
2024 Q4	–	Sell	-1,000	Closed	-$295K	–	1291
2024 Q3	$295K	Buy	+1,000	New	+$280K	0.06%	207
2024 Q2	–	Sell	-300	Closed	-$82.5K	–	1655
2024 Q1	$82.5K	Buy	+300	New	+$78.9K	0.02%	443

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Catalyst Funds Management's WTW Position: Q1 2026 in Review

Catalyst Funds Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 920 shares — an estimated $302K sold.

Catalyst Funds Management first reported a position in WTW in Q1 2024 and held it in 5 quarters. The position peaked at $484K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Catalyst Funds Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Catalyst Funds Management sold 920 Willis Towers Watson shares in Q1 2026, an estimated $302K.
Catalyst Funds Management first reported a position in Willis Towers Watson in Q1 2024 and held it in 5 quarters.
Catalyst Funds Management's Willis Towers Watson position peaked at $484K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.