Edgestream Partners
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Edgestream Partners’s Willis Towers Watson WTW Stock Holding History

Edgestream 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
Q3 		$364K Buy
+1,262
New +$399K 0.01% 825
2025
Q3 		– Sell
-24,743
Closed -$7.58M – 1092
2025
Q2 		$7.58M Buy
+24,743
New +$7.67M 0.21% 163
2024
Q2 		– Sell
-1,651
Closed -$454K – 1066
2024
Q1 		$454K Buy
1,651
+326
+25% +$85.8K 0.02% 659
2023
Q4 		$320K Buy
+1,325
New +$306K 0.02% 707
2022
Q3 		– Sell
-13,246
Closed -$2.62M – 631
2022
Q2 		$2.62M Buy
+13,246
New +$2.84M 0.21% 166
2021
Q3 		– Sell
-4,566
Closed -$1.05M – 584
2021
Q2 		$1.05M Sell
4,566
-3,253
-42% -$809K 0.06% 286
2021
Q1 		$1.79M Sell
7,819
-18,014
-70% -$3.93M 0.1% 251
2020
Q4 		$5.44M Sell
25,833
-40,262
-61% -$8.29M 0.27% 128
2020
Q3 		$13.8M Sell
66,095
-43,225
-40% -$8.83M 0.89% 28
2020
Q2 		$21.5M Buy
109,320
+36,494
+50% +$6.99M 1.13% 21
2020
Q1 		$12.4M Sell
72,826
-20,011
-22% -$3.93M 1.14% 18
2019
Q4 		$18.7M Buy
92,837
+45,365
+96% +$8.69M 0.97% 27
2019
Q3 		$9.16M Buy
47,472
+22,616
+91% +$4.42M 0.88% 37
2019
Q2 		$4.76M Buy
24,856
+21,942
+753% +$3.97M 0.54% 63
2019
Q1 		$512K Buy
+2,914
New +$484K 0.08% 165
2018
Q4 		– Sell
-1,510
Closed -$213K – 304
2018
Q3 		$213K Buy
+1,510
New +$228K 0.04% 247
2018
Q1 		– Sell
-1,772
Closed -$267K – 266
2017
Q4 		$267K Buy
+1,772
New +$280K 0.32% 73
2016
Q4 		– Sell
-6,985
Closed -$927K – 143
2016
Q3 		$927K Buy
+6,985
New +$870K 0.51% 46

Other funds holding WTW

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Edgestream Partners's WTW Position: Q3 2026 in Review

Edgestream Partners opened a new position in Willis Towers Watson (WTW) in Q3 2026: 1,262 shares worth $364K. The stake represents 0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in WTW as recently as Q2 2025.

Edgestream Partners first reported a position in WTW in Q3 2016 and has held it in 18 quarters since. The position peaked at $21.5M in Q2 2020. 475 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Edgestream Partners held 1,262 shares of Willis Towers Watson worth $364K as of Q3 2026.
  • Willis Towers Watson was a new Edgestream Partners position in Q3 2026.
  • Willis Towers Watson made up 0.01% of Edgestream Partners's portfolio in Q3 2026, its #825 holding.
  • Edgestream Partners first reported a position in Willis Towers Watson in Q3 2016 and has held it in 18 quarters since.
  • Edgestream Partners's Willis Towers Watson position peaked at $21.5M in Q2 2020.
  • 475 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Edgestream Partners's 13F filing for Q3 2026, filed 10 Nov 2026.