Covestor
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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
Q3 		$24K Buy
82
+52
+173% +$16.4K 0.02% 1056
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 $296B AUM 23.14% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Covestor's WTW Position: Q3 2026 in Review

Covestor increased its Willis Towers Watson (WTW) stake by 173% in Q3 2026, buying an estimated $16.4K and bringing the position to 82 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #1056.

Covestor first reported a position in WTW in Q4 2021 and has held it in 20 quarters since. 506 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Covestor held 82 shares of Willis Towers Watson worth $24K as of Q3 2026.
  • Covestor bought 52 Willis Towers Watson shares in Q3 2026, an estimated $16.4K.
  • Willis Towers Watson made up 0.02% of Covestor's portfolio in Q3 2026, its #1056 holding.
  • Covestor first reported a position in Willis Towers Watson in Q4 2021 and has held it in 20 quarters since.
  • 506 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.