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DT Investment Partners’s Willis Towers Watson WTW Stock Holding History

DT Investment Partners’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
Q2 		$61.4K Sell
235
-46
-16% -$12.3K ﹤0.01% 242
2026
Q1 		$81.7K Hold
281
– – 0.01% 206
2025
Q4 		$92.3K Hold
281
– – 0.01% 207
2025
Q3 		$97.1K Hold
281
– – 0.01% 194
2025
Q2 		$86.1K Hold
281
– – 0.01% 198
2025
Q1 		$95K Hold
281
– – 0.01% 190
2024
Q4 		$88K Sell
281
-170
-38% -$52.1K 0.01% 199
2024
Q3 		$133K Buy
451
+33
+8% +$9.23K 0.01% 176
2024
Q2 		$110K Buy
418
+170
+69% +$43.9K 0.01% 177
2024
Q1 		$68.2K Hold
248
– – 0.01% 205
2023
Q4 		$61.5K Buy
248
+183
+282% +$42.3K 0.01% 207
2023
Q3 		$13.6K Hold
65
– – ﹤0.01% 288
2023
Q2 		$13.8K Hold
65
– – ﹤0.01% 297
2023
Q1 		$15.2K Hold
65
– – ﹤0.01% 282
2022
Q4 		$15.9K Hold
65
– – ﹤0.01% 284
2022
Q3 		$13K Buy
+65
New +$13.4K ﹤0.01% 286

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DT Investment Partners's WTW Position: Q2 2026 in Review

DT Investment Partners reduced its Willis Towers Watson (WTW) stake by 16% in Q2 2026, selling an estimated $12.3K and leaving 235 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

DT Investment Partners first reported a position in WTW in Q3 2022 and has held it in 16 quarters since. The position peaked at $133K in Q3 2024. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • DT Investment Partners held 235 shares of Willis Towers Watson worth $61.4K as of Q2 2026.
  • DT Investment Partners sold 46 Willis Towers Watson shares in Q2 2026, an estimated $12.3K.
  • Willis Towers Watson made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #242 holding.
  • DT Investment Partners first reported a position in Willis Towers Watson in Q3 2022 and has held it in 16 quarters since.
  • DT Investment Partners's Willis Towers Watson position peaked at $133K in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.