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Colonial Trust’s Willis Towers Watson WTW Stock Holding History

Colonial Trust’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 		$869 Sell
3
-17
-85% -$5.22K ﹤0.01% 1072
2025
Q4 		$6.57K Hold
20
– – ﹤0.01% 816
2025
Q3 		$6.91K Hold
20
– – ﹤0.01% 788
2025
Q2 		$6.09K Hold
20
– – ﹤0.01% 807
2025
Q1 		$6.76K Sell
20
-49
-71% -$16K ﹤0.01% 797
2024
Q4 		$21.6K Buy
69
+48
+229% +$14.7K ﹤0.01% 786
2024
Q3 		$6.15K Buy
21
+1
+5% +$280 ﹤0.01% 843
2024
Q2 		$5.28K Hold
20
– – ﹤0.01% 838
2024
Q1 		$5.52K Sell
20
-1
-5% -$263 ﹤0.01% 815
2023
Q4 		$5.03K Hold
21
– – ﹤0.01% 799
2023
Q3 		$4.28K Hold
21
– – ﹤0.01% 808
2023
Q2 		$4.88K Hold
21
– – ﹤0.01% 785
2023
Q1 		$4.81K Sell
21
-3
-13% -$725 ﹤0.01% 758
2022
Q4 		$5.89K Buy
+24
New +$5.48K ﹤0.01% 734

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

Colonial Trust's WTW Position: Q1 2026 in Review

Colonial Trust reduced its Willis Towers Watson (WTW) stake by 85% in Q1 2026, selling an estimated $5.22K and leaving 3 shares worth $869. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Colonial Trust first reported a position in WTW in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.6K in Q4 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Colonial Trust held 3 shares of Willis Towers Watson worth $869 as of Q1 2026.
  • Colonial Trust sold 17 Willis Towers Watson shares in Q1 2026, an estimated $5.22K.
  • Willis Towers Watson made up ﹤0.01% of Colonial Trust's portfolio in Q1 2026, its #1072 holding.
  • Colonial Trust first reported a position in Willis Towers Watson in Q4 2022 and has held it in 14 quarters since.
  • Colonial Trust's Willis Towers Watson position peaked at $21.6K in Q4 2024.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.