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Figure 8 Investment Strategies’s Willis Towers Watson WTW Stock Holding History

Figure 8 Investment Strategies’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 		$1.58M Sell
5,428
-159
-3% -$48.8K 1.54% 29
2025
Q4 		$1.84M Sell
5,587
-83
-1% -$27.2K 1.63% 23
2025
Q3 		$1.96M Buy
+5,670
New +$1.84M 1.75% 21

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

Figure 8 Investment Strategies's WTW Position: Q1 2026 in Review

Figure 8 Investment Strategies reduced its Willis Towers Watson (WTW) stake by 2.8% in Q1 2026, selling an estimated $48.8K and leaving 5,428 shares worth $1.58M. The position accounts for 1.54% of the portfolio, ranked #29.

Figure 8 Investment Strategies first reported a position in WTW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.96M in Q3 2025. 718 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Figure 8 Investment Strategies held 5,428 shares of Willis Towers Watson worth $1.58M as of Q1 2026.
  • Figure 8 Investment Strategies sold 159 Willis Towers Watson shares in Q1 2026, an estimated $48.8K.
  • Willis Towers Watson made up 1.54% of Figure 8 Investment Strategies's portfolio in Q1 2026, its #29 holding.
  • Figure 8 Investment Strategies first reported a position in Willis Towers Watson in Q3 2025 and has held it in 3 quarters since.
  • Figure 8 Investment Strategies's Willis Towers Watson position peaked at $1.96M in Q3 2025.
  • 718 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Figure 8 Investment Strategies's 13F filing for Q1 2026, filed 23 Apr 2026.