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Ethic Inc’s Willis Towers Watson WTW Stock Holding History

Ethic Inc’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 		$3.72M Sell
12,808
-1,159
-8% -$356K 0.06% 322
2025
Q4 		$4.59M Sell
13,967
-83
-0.6% -$27.2K 0.07% 267
2025
Q3 		$4.85M Buy
14,050
+36
+0.3% +$11.7K 0.08% 249
2025
Q2 		$4.27M Sell
14,014
-1,417
-9% -$439K 0.08% 269
2025
Q1 		$5.2M Buy
15,431
+1,633
+12% +$532K 0.11% 211
2024
Q4 		$4.32M Buy
13,798
+1,208
+10% +$371K 0.09% 231
2024
Q3 		$3.46M Buy
12,590
+31
+0.2% +$8.67K 0.09% 263
2024
Q2 		$3.29M Sell
12,559
-31
-0.2% -$8K 0.08% 271
2024
Q1 		$3.46M Buy
12,590
+202
+2% +$53.1K 0.09% 263
2023
Q4 		$2.99M Buy
12,388
+2,706
+28% +$626K 0.09% 268
2023
Q3 		$2.02M Buy
9,682
+3,400
+54% +$726K 0.07% 317
2023
Q2 		$1.48M Buy
6,282
+225
+4% +$51.9K 0.05% 366
2023
Q1 		$1.41M Buy
6,057
+2,016
+50% +$487K 0.06% 356
2022
Q4 		$988K Sell
4,041
-776
-16% -$177K 0.05% 379
2022
Q3 		$968K Buy
4,817
+178
+4% +$36.7K 0.07% 336
2022
Q2 		$916K Buy
4,639
+964
+26% +$207K 0.06% 335
2022
Q1 		$868K Buy
3,675
+703
+24% +$161K 0.06% 338
2021
Q4 		$706K Buy
2,972
+828
+39% +$196K 0.05% 338
2021
Q3 		$498K Sell
2,144
-988
-32% -$220K 0.05% 368
2021
Q2 		$720K Buy
3,132
+995
+47% +$247K 0.09% 274
2021
Q1 		$489K Buy
2,137
+1,105
+107% +$241K 0.09% 285
2020
Q4 		$217K Buy
1,032
+47
+5% +$9.68K 0.06% 372
2020
Q3 		$206K Sell
985
-1,429
-59% -$292K 0.08% 305
2020
Q2 		$475K Sell
2,414
-299
-11% -$57.2K 0.27% 106
2020
Q1 		$461K Buy
2,713
+36
+1% +$7.08K 0.38% 81
2019
Q4 		$541K Buy
+2,677
New +$513K 0.4% 84

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ethic Inc's WTW Position: Q1 2026 in Review

Ethic Inc reduced its Willis Towers Watson (WTW) stake by 8.3% in Q1 2026, selling an estimated $356K and leaving 12,808 shares worth $3.72M. The position accounts for 0.06% of the portfolio, ranked #322.

Ethic Inc first reported a position in WTW in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.2M in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Ethic Inc held 12,808 shares of Willis Towers Watson worth $3.72M as of Q1 2026.
  • Ethic Inc sold 1,159 Willis Towers Watson shares in Q1 2026, an estimated $356K.
  • Willis Towers Watson made up 0.06% of Ethic Inc's portfolio in Q1 2026, its #322 holding.
  • Ethic Inc first reported a position in Willis Towers Watson in Q4 2019 and has held it in 26 quarters since.
  • Ethic Inc's Willis Towers Watson position peaked at $5.2M in Q1 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.