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Forum Financial Management’s Willis Towers Watson WTW Stock Holding History

Forum Financial 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
Q1 		– Sell
-1,197
Closed -$393K – 999
2025
Q4 		$393K Hold
1,197
– – 0.01% 610
2025
Q3 		$413K Buy
1,197
+1
+0.1% +$324 0.01% 555
2025
Q2 		$367K Hold
1,196
– – 0.01% 550
2025
Q1 		$404K Sell
1,196
-1
-0.1% -$326 0.01% 448
2024
Q4 		$375K Buy
1,197
+44
+4% +$13.5K 0.01% 499
2024
Q3 		$340K Buy
1,153
+3
+0.3% +$839 0.01% 462
2024
Q2 		$301K Buy
1,150
+2
+0.2% +$516 0.01% 477
2024
Q1 		$316K Hold
1,148
– – 0.01% 481
2023
Q4 		$277K Buy
+1,148
New +$265K 0.01% 486
2023
Q3 		– Sell
-946
Closed -$223K – 680
2023
Q2 		$223K Buy
946
+5
+0.5% +$1.15K 0.01% 569
2023
Q1 		$219K Hold
941
– – 0.01% 522
2022
Q4 		$230K Buy
+941
New +$215K 0.01% 493
2022
Q3 		– Sell
-1,110
Closed -$219K – 605
2022
Q2 		$219K Buy
1,110
+54
+5% +$11.6K 0.01% 480
2022
Q1 		$249K Buy
1,056
+170
+19% +$38.9K 0.01% 476
2021
Q4 		$210K Buy
+886
New +$210K 0.01% 602

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

Forum Financial Management's WTW Position: Q1 2026 in Review

Forum Financial Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 1,197 shares — an estimated $393K sold.

Forum Financial Management first reported a position in WTW in Q4 2021 and held it in 15 quarters. The position peaked at $413K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Forum Financial Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,197 Willis Towers Watson shares in Q1 2026, an estimated $393K.
  • Forum Financial Management first reported a position in Willis Towers Watson in Q4 2021 and held it in 15 quarters.
  • Forum Financial Management's Willis Towers Watson position peaked at $413K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.