Donoghue Forlines
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Donoghue Forlines’s Willis Towers Watson WTW Stock Holding History

Donoghue Forlines’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 		$3.26M Buy
+11,299
New +$3.57M 0.82% 50
2019
Q2 		– Sell
-15,711
Closed -$2.76M – 219
2019
Q1 		$2.76M Buy
+15,711
New +$2.61M 0.27% 48
2017
Q3 		– Sell
-1,373
Closed -$200K – 111
2017
Q2 		$200K Buy
+1,373
New +$192K 0.02% 87

Other funds holding WTW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Donoghue Forlines's WTW Position: Q3 2026 in Review

Donoghue Forlines opened a new position in Willis Towers Watson (WTW) in Q3 2026: 11,299 shares worth $3.26M. The stake represents 0.82% of the portfolio and ranks #50 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in WTW as recently as Q1 2019.

Donoghue Forlines first reported a position in WTW in Q2 2017 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Donoghue Forlines held 11,299 shares of Willis Towers Watson worth $3.26M as of Q3 2026.
  • Willis Towers Watson was a new Donoghue Forlines position in Q3 2026.
  • Willis Towers Watson made up 0.82% of Donoghue Forlines's portfolio in Q3 2026, its #50 holding.
  • Donoghue Forlines first reported a position in Willis Towers Watson in Q2 2017 and has held it in 3 quarters since.
  • 371 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.