Dunhill Financial’s Willis Towers Watson WTW Stock Holding History

Dunhill 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 Q1	$4.28K	Buy	14 +4	+40%	+$1.23K	﹤0.01%	661
2025 Q4	$3.39K	Buy	10 +1	+11%	+$327	﹤0.01%	657
2025 Q3	$3.16K	Hold	9	–	–	﹤0.01%	622
2025 Q2	$2.79K	Hold	9	–	–	﹤0.01%	636
2025 Q1	$3.11K	Sell	9 -6	-40%	-$1.96K	﹤0.01%	659
2024 Q4	$4.68K	Buy	15 +6	+67%	+$1.84K	﹤0.01%	561
2024 Q3	$2.72K	Hold	9	–	–	﹤0.01%	668
2024 Q2	$2.38K	Hold	9	–	–	﹤0.01%	533
2024 Q1	$2.43K	Buy	9 +2	+29%	+$526	﹤0.01%	455
2023 Q4	$1.8K	Buy	+7	New	+$1.62K	﹤0.01%	473

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

Dunhill Financial's WTW Position: Q1 2026 in Review

Dunhill Financial increased its Willis Towers Watson (WTW) stake by 40% in Q1 2026, buying an estimated $1.23K and bringing the position to 14 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Dunhill Financial first reported a position in WTW in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.68K in Q4 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Dunhill Financial held 14 shares of Willis Towers Watson worth $4.28K as of Q1 2026.
Dunhill Financial bought 4 Willis Towers Watson shares in Q1 2026, an estimated $1.23K.
Willis Towers Watson made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #661 holding.
Dunhill Financial first reported a position in Willis Towers Watson in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's Willis Towers Watson position peaked at $4.68K in Q4 2024.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.