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Downshift Financial’s Willis Towers Watson WTW Stock Holding History

Downshift Financial’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 		$576 Buy
+2
New +$632 ﹤0.01% 581

Other funds holding WTW

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Downshift Financial's WTW Position: Q3 2026 in Review

Downshift Financial opened a new position in Willis Towers Watson (WTW) in Q3 2026: 2 shares worth $576. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings.

99 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Downshift Financial held 2 shares of Willis Towers Watson worth $576 as of Q3 2026.
  • Willis Towers Watson was a new Downshift Financial position in Q3 2026.
  • Willis Towers Watson made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #581 holding.
  • 99 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.