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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
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 $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

Covestor's WTW Position: Q1 2026 in Review

Covestor reduced its Willis Towers Watson (WTW) stake by 42% in Q1 2026, selling an estimated $7.06K and leaving 32 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1433.

Covestor first reported a position in WTW in Q4 2021 and has held it in 18 quarters since. The position peaked at $21K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Covestor held 32 shares of Willis Towers Watson worth $10K as of Q1 2026.
  • Covestor sold 23 Willis Towers Watson shares in Q1 2026, an estimated $7.06K.
  • Willis Towers Watson made up 0.01% of Covestor's portfolio in Q1 2026, its #1433 holding.
  • Covestor first reported a position in Willis Towers Watson in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Willis Towers Watson position peaked at $21K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.