Formidable Asset Management
WTW icon

Formidable Asset Management’s Willis Towers Watson WTW Stock Holding History

Formidable Asset Management’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 		$358K Sell
1,370
-90
-6% -$28.4K 0.05% 298
2026
Q2 		$424K Sell
1,460
-128
-8% -$34.2K 0.07% 255
2026
Q1 		$522K Sell
1,588
-244
-13% -$74.9K 0.08% 223
2025
Q4 		$633K Sell
1,832
-1,332
-42% -$436K 0.09% 205
2025
Q3 		$970K Sell
3,164
-288
-8% -$93.3K 0.15% 133
2025
Q2 		$1.17M Hold
3,452
– – 0.2% 96
2025
Q1 		$1.17M Sell
3,452
-233
-6% -$75.9K 0.2% 95
2024
Q4 		$1.15M Sell
3,685
-348
-9% -$107K 0.19% 105
2024
Q3 		$1.19M Sell
4,033
-777
-16% -$217K 0.19% 104
2024
Q2 		$1.26M Sell
4,810
-365
-7% -$94.2K 0.2% 101
2024
Q1 		$1.42M Sell
5,175
-334
-6% -$87.9K 0.23% 93
2023
Q4 		$1.33M Buy
+5,509
New +$1.27M 0.28% 71
2023
Q2 		– Sell
-5,803
Closed -$1.35M – 328
2023
Q1 		$1.35M Sell
5,803
-56
-1% -$13.5K 0.29% 63
2022
Q4 		$1.43M Buy
+5,859
New +$1.34M 0.32% 53
2022
Q2 		– Sell
-6,490
Closed -$1.53M – 353
2022
Q1 		$1.53M Sell
6,490
-79
-1% -$18.1K 0.29% 70
2021
Q4 		$1.57M Sell
6,569
-199
-3% -$47.1K 0.3% 63
2021
Q3 		$1.57M Sell
6,768
-36
-0.5% -$8.01K 0.3% 68
2021
Q2 		$1.52M Sell
6,804
-125
-2% -$31.1K 0.33% 57
2021
Q1 		$1.62M Sell
6,929
-230
-3% -$50.1K 0.35% 65
2020
Q4 		$1.46M Sell
7,159
-17
-0.2% -$3.5K 0.34% 64
2020
Q3 		$1.5M Sell
7,176
-210
-3% -$42.9K 0.44% 45
2020
Q2 		$1.52M Sell
7,386
-190
-3% -$36.4K 0.45% 50
2020
Q1 		$1.29M Buy
+7,576
New +$1.49M 0.51% 44
2017
Q4 		– Sell
-6,829
Closed -$1.05M – 213
2017
Q3 		$1.05M Buy
+6,829
New +$1.02M 0.44% 41
2017
Q2 		– Sell
-6,514
Closed -$940K – 205
2017
Q1 		$940K Buy
6,514
+687
+12% +$87.3K 0.41% 48
2016
Q4 		$713K Buy
5,827
+20
+0.3% +$2.49K 0.36% 67
2016
Q3 		$771K Buy
5,807
+359
+7% +$44.7K 0.38% 60
2016
Q2 		$676K Buy
+5,448
New +$672K 0.38% 63

Other funds holding WTW

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Formidable Asset Management's WTW Position: Q3 2026 in Review

Formidable Asset Management reduced its Willis Towers Watson (WTW) stake by 6.2% in Q3 2026, selling an estimated $28.4K and leaving 1,370 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #298.

Formidable Asset Management first reported a position in WTW in Q2 2016 and has held it in 28 quarters since. The position peaked at $1.62M in Q1 2021. 423 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Formidable Asset Management held 1,370 shares of Willis Towers Watson worth $358K as of Q3 2026.
  • Formidable Asset Management sold 90 Willis Towers Watson shares in Q3 2026, an estimated $28.4K.
  • Willis Towers Watson made up 0.05% of Formidable Asset Management's portfolio in Q3 2026, its #298 holding.
  • Formidable Asset Management first reported a position in Willis Towers Watson in Q2 2016 and has held it in 28 quarters since.
  • Formidable Asset Management's Willis Towers Watson position peaked at $1.62M in Q1 2021.
  • 423 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.