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Fortress Private Ledger’s Willis Towers Watson WTW Stock Holding History

Fortress Private Ledger’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 		$844K Buy
2,902
+227
+8% +$69.6K 0.26% 88
2025
Q4 		$879K Buy
2,675
+816
+44% +$267K 0.29% 74
2025
Q3 		$642K Buy
1,859
+324
+21% +$105K 0.23% 83
2025
Q2 		$470K Buy
1,535
+434
+39% +$135K 0.21% 91
2025
Q1 		$372K Buy
+1,101
New +$359K 0.21% 100

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

Fortress Private Ledger's WTW Position: Q1 2026 in Review

Fortress Private Ledger increased its Willis Towers Watson (WTW) stake by 8.5% in Q1 2026, buying an estimated $69.6K and bringing the position to 2,902 shares worth $844K. The position accounts for 0.26% of the portfolio, ranked #88.

Fortress Private Ledger first reported a position in WTW in Q1 2025 and has held it in 5 quarters since. The position peaked at $879K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Fortress Private Ledger held 2,902 shares of Willis Towers Watson worth $844K as of Q1 2026.
  • Fortress Private Ledger bought 227 Willis Towers Watson shares in Q1 2026, an estimated $69.6K.
  • Willis Towers Watson made up 0.26% of Fortress Private Ledger's portfolio in Q1 2026, its #88 holding.
  • Fortress Private Ledger first reported a position in Willis Towers Watson in Q1 2025 and has held it in 5 quarters since.
  • Fortress Private Ledger's Willis Towers Watson position peaked at $879K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.