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Covestor’s Willis Towers Watson WTW Stock Holding History

Covestor’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
Q2 		$8K Sell
30
-2
-6% -$535 ﹤0.01% 1755
2026
Q1 		$10K Sell
32
-23
-42% -$7.06K 0.01% 1433
2025
Q4 		$18K Sell
55
-5
-8% -$1.64K 0.01% 1337
2025
Q3 		$21K Sell
60
-1
-2% -$324 0.01% 1262
2025
Q2 		$19K Hold
61
– – 0.01% 1280
2025
Q1 		$21K Buy
61
+1
+2% +$326 0.01% 1194
2024
Q4 		$19K Buy
60
+10
+20% +$3.07K 0.01% 1234
2024
Q3 		$15K Buy
50
+1
+2% +$280 0.01% 1343
2024
Q2 		$13K Buy
49
+1
+2% +$258 0.01% 1384
2024
Q1 		$13K Sell
48
-1
-2% -$263 0.01% 1409
2023
Q4 		$12K Sell
49
-4
-8% -$925 0.01% 1454
2023
Q3 		$11K Buy
53
+4
+8% +$854 0.01% 1399
2023
Q2 		$12K Hold
49
– – 0.01% 1369
2023
Q1 		$12K Sell
49
-5
-9% -$1.21K 0.01% 1241
2022
Q4 		$13K Sell
54
-1
-2% -$228 0.01% 1213
2022
Q3 		$11K Buy
55
+44
+400% +$9.08K 0.01% 1235
2022
Q2 		$2K Buy
11
+1
+10% +$214 ﹤0.01% 1650
2022
Q1 		$3K Buy
10
+3
+43% +$687 ﹤0.01% 1637
2021
Q4 		$2K Buy
+7
New +$1.66K ﹤0.01% 1589

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Covestor's WTW Position: Q2 2026 in Review

Covestor reduced its Willis Towers Watson (WTW) stake by 6.3% in Q2 2026, selling an estimated $535 and leaving 30 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Covestor first reported a position in WTW in Q4 2021 and has held it in 19 quarters since. The position peaked at $21K in Q3 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Covestor held 30 shares of Willis Towers Watson worth $8K as of Q2 2026.
  • Covestor sold 2 Willis Towers Watson shares in Q2 2026, an estimated $535.
  • Willis Towers Watson made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1755 holding.
  • Covestor first reported a position in Willis Towers Watson in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Willis Towers Watson position peaked at $21K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.