Fortitude Family Office’s Willis Towers Watson WTW Stock Holding History

Fortitude Family Office’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	$18.7K	Buy	65 +11	+20%	+$3.48K	﹤0.01%	883
2026 Q2	$14.1K	Sell	54 -5	-8%	-$1.34K	﹤0.01%	650
2026 Q1	$17.2K	Buy	59 +18	+44%	+$5.52K	﹤0.01%	467
2025 Q4	$13.5K	Hold	41	–	–	﹤0.01%	489
2025 Q3	$14.2K	Buy	41 +2	+5%	+$648	﹤0.01%	474
2025 Q2	$12K	Buy	39 +12	+44%	+$3.72K	﹤0.01%	501
2025 Q1	$9.13K	Hold	27	–	–	﹤0.01%	562
2024 Q4	$8.46K	Hold	27	–	–	﹤0.01%	679
2024 Q3	$7.95K	Hold	27	–	–	﹤0.01%	630
2024 Q2	$7.08K	Buy	27 +15	+125%	+$3.87K	﹤0.01%	486
2024 Q1	$3.3K	Hold	12	–	–	﹤0.01%	732
2023 Q4	$2.89K	Buy	+12	New	+$2.77K	﹤0.01%	820

Other funds holding WTW

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fortitude Family Office's WTW Position: Q3 2026 in Review

Fortitude Family Office increased its Willis Towers Watson (WTW) stake by 20% in Q3 2026, buying an estimated $3.48K and bringing the position to 65 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Fortitude Family Office first reported a position in WTW in Q4 2023 and has held it in 12 quarters since. 63 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

Fortitude Family Office held 65 shares of Willis Towers Watson worth $18.7K as of Q3 2026.
Fortitude Family Office bought 11 Willis Towers Watson shares in Q3 2026, an estimated $3.48K.
Willis Towers Watson made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #883 holding.
Fortitude Family Office first reported a position in Willis Towers Watson in Q4 2023 and has held it in 12 quarters since.
63 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.