Deseret Mutual Benefit Administrators’s Willis Towers Watson WTW Stock Holding History

Deseret Mutual Benefit Administrators’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	$59.9K	Sell	206 -67	-25%	-$20.6K	0.02%	377
2025 Q4	$89.7K	Hold	273	–	–	0.04%	236
2025 Q3	$94.3K	Sell	273 -48	-15%	-$15.5K	0.04%	230
2025 Q2	$98.4K	Hold	321	–	–	0.05%	217
2025 Q1	$108K	Hold	321	–	–	0.05%	200
2024 Q4	$101K	Sell	321 -27	-8%	-$8.28K	0.05%	206
2024 Q3	$102K	Sell	348 -13	-4%	-$3.64K	0.05%	213
2024 Q2	$94.6K	Hold	361	–	–	0.04%	214
2024 Q1	$99.3K	Hold	361	–	–	0.05%	204
2023 Q4	$87.1K	Sell	361 -93	-20%	-$21.5K	0.05%	204
2023 Q3	$94.9K	Sell	454 -18	-4%	-$3.84K	0.05%	214
2023 Q2	$111K	Hold	472	–	–	0.04%	210
2023 Q1	$110K	Hold	472	–	–	0.04%	208
2022 Q4	$115K	Sell	472 -391	-45%	-$89.3K	0.05%	203
2022 Q3	$173K	Sell	863 -139	-14%	-$28.7K	0.05%	221
2022 Q2	$198K	Buy	1,002 +8	+0.8%	+$1.72K	0.04%	230
2022 Q1	$235K	Sell	994 -48	-5%	-$11K	0.05%	228
2021 Q4	$248K	Hold	1,042	–	–	0.04%	236
2021 Q3	$242K	Buy	1,042 +602	+137%	+$134K	0.04%	234
2021 Q2	$101K	Buy	+440	New	+$109K	0.02%	371

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

Deseret Mutual Benefit Administrators's WTW Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators reduced its Willis Towers Watson (WTW) stake by 25% in Q1 2026, selling an estimated $20.6K and leaving 206 shares worth $59.9K. The position accounts for 0.02% of the portfolio, ranked #377.

Deseret Mutual Benefit Administrators first reported a position in WTW in Q2 2021 and has held it in 20 quarters since. The position peaked at $248K in Q4 2021. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Deseret Mutual Benefit Administrators held 206 shares of Willis Towers Watson worth $59.9K as of Q1 2026.
Deseret Mutual Benefit Administrators sold 67 Willis Towers Watson shares in Q1 2026, an estimated $20.6K.
Willis Towers Watson made up 0.02% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #377 holding.
Deseret Mutual Benefit Administrators first reported a position in Willis Towers Watson in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Willis Towers Watson position peaked at $248K in Q4 2021.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.