ClearBridge Investments’s Willis Towers Watson WTW Stock Holding History

ClearBridge 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	$11.6M	Sell	39,963 -4,196	-10%	-$1.29M	0.01%	449
2025 Q4	$14.5M	Sell	44,159 -161	-0.4%	-$52.7K	0.01%	450
2025 Q3	$15.3M	Sell	44,320 -759	-2%	-$246K	0.01%	456
2025 Q2	$13.8M	Sell	45,079 -1,489	-3%	-$462K	0.01%	443
2025 Q1	$15.7M	Buy	46,568 +8,746	+23%	+$2.85M	0.01%	432
2024 Q4	$11.8M	Buy	37,822 +8,336	+28%	+$2.56M	0.01%	510
2024 Q3	$8.68M	Buy	29,486 +27,923	+1,787%	+$7.81M	0.01%	545
2024 Q2	$410K	Sell	1,563 -165	-10%	-$42.6K	﹤0.01%	709
2024 Q1	$475K	Hold	1,728	–	–	﹤0.01%	710
2023 Q4	$417K	Hold	1,728	–	–	﹤0.01%	711
2023 Q3	$361K	Hold	1,728	–	–	﹤0.01%	666
2023 Q2	$407K	Hold	1,728	–	–	﹤0.01%	669
2023 Q1	$402K	Sell	1,728 -200	-10%	-$48.4K	﹤0.01%	678
2022 Q4	$472K	Hold	1,928	–	–	﹤0.01%	699
2022 Q3	$387K	Hold	1,928	–	–	﹤0.01%	704
2022 Q2	$381K	Hold	1,928	–	–	﹤0.01%	726
2022 Q1	$455K	Hold	1,928	–	–	﹤0.01%	737
2021 Q4	$458K	Hold	1,928	–	–	﹤0.01%	740
2021 Q3	$448K	Hold	1,928	–	–	﹤0.01%	741
2021 Q2	$443K	Sell	1,928 -1,320	-41%	-$328K	﹤0.01%	778
2021 Q1	$743K	Hold	3,248	–	–	﹤0.01%	716
2020 Q4	$684K	Sell	3,248 -1,330	-29%	-$274K	﹤0.01%	692
2020 Q3	$956K	Hold	4,578	–	–	﹤0.01%	659
2020 Q2	$902K	Sell	4,578 -1,322	-22%	-$253K	﹤0.01%	634
2020 Q1	$1M	Sell	5,900 -153	-3%	-$30.1K	﹤0.01%	620
2019 Q4	$1.24M	Sell	6,053 -7,279	-55%	-$1.39M	﹤0.01%	645
2019 Q3	$2.57M	Hold	13,332	–	–	﹤0.01%	619
2019 Q2	$2.55M	Hold	13,332	–	–	﹤0.01%	616
2019 Q1	$2.34M	Hold	13,332	–	–	﹤0.01%	625
2018 Q4	$2.02M	Buy	13,332 +663	+5%	+$99.2K	﹤0.01%	640
2018 Q3	$1.79M	Sell	12,669 -4,363	-26%	-$660K	﹤0.01%	689
2018 Q2	$2.58M	Hold	17,032	–	–	﹤0.01%	572
2018 Q1	$2.59M	Hold	17,032	–	–	﹤0.01%	559
2017 Q4	$2.57M	Sell	17,032 -80	-0.5%	-$12.6K	﹤0.01%	567
2017 Q3	$2.64M	Hold	17,112	–	–	﹤0.01%	564
2017 Q2	$2.49M	Hold	17,112	–	–	﹤0.01%	565
2017 Q1	$2.24M	Hold	17,112	–	–	﹤0.01%	600
2016 Q4	$2.09M	Hold	17,112	–	–	﹤0.01%	618
2016 Q3	$2.27M	Hold	17,112	–	–	﹤0.01%	613
2016 Q2	$2.13M	Sell	17,112 -10	-0.1%	-$1.23K	﹤0.01%	628
2016 Q1	$2.03M	Buy	17,122 +6	+0%	+$691	﹤0.01%	632
2015 Q4	$2.2M	Hold	17,116	–	–	﹤0.01%	636
2015 Q3	$1.86M	Hold	17,116	–	–	﹤0.01%	662
2015 Q2	$2.13M	Sell	17,116 -1,736	-9%	-$221K	﹤0.01%	664
2015 Q1	$2.41M	Sell	18,852 -57	-0.3%	-$7K	﹤0.01%	668
2014 Q4	$2.25M	Hold	18,909	–	–	﹤0.01%	691
2014 Q3	$2.07M	Hold	18,909	–	–	﹤0.01%	703
2014 Q2	$2.17M	Sell	18,909 -3,330	-15%	-$375K	﹤0.01%	664
2014 Q1	$2.6M	Sell	22,239 -1,408	-6%	-$160K	﹤0.01%	659
2013 Q4	$2.81M	Hold	23,647	–	–	﹤0.01%	632
2013 Q3	$2.71M	Sell	23,647 -868	-4%	-$98K	﹤0.01%	623
2013 Q2	$2.65M	Buy	+24,515	New	+$2.6M	﹤0.01%	610

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

ClearBridge Investments's WTW Position: Q1 2026 in Review

ClearBridge Investments reduced its Willis Towers Watson (WTW) stake by 9.5% in Q1 2026, selling an estimated $1.29M and leaving 39,963 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #449.

ClearBridge Investments first reported a position in WTW in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.7M in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

ClearBridge Investments held 39,963 shares of Willis Towers Watson worth $11.6M as of Q1 2026.
ClearBridge Investments sold 4,196 Willis Towers Watson shares in Q1 2026, an estimated $1.29M.
Willis Towers Watson made up 0.01% of ClearBridge Investments's portfolio in Q1 2026, its #449 holding.
ClearBridge Investments first reported a position in Willis Towers Watson in Q2 2013 and has held it in 52 quarters since.
ClearBridge Investments's Willis Towers Watson position peaked at $15.7M in Q1 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.