Generate Investment Management’s Willis Towers Watson WTW Stock Holding History

Generate Investment 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 Q2	$5.93M	Buy	+22,691	New	+$6.07M	0.24%	80
2026 Q1	–	Sell	-29,131	Closed	-$9.57M	–	92
2025 Q4	$9.57M	Sell	29,131 -22,325	-43%	-$7.31M	0.44%	57
2025 Q3	$17.8M	Buy	51,456 +19,604	+62%	+$6.35M	0.9%	34
2025 Q2	$9.76M	Sell	31,852 -13,185	-29%	-$4.09M	0.54%	52
2025 Q1	$15.2M	Buy	45,037 +1,711	+4%	+$558K	1.07%	32
2024 Q4	$13.6M	Buy	+43,326	New	+$13.3M	0.95%	40

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Generate Investment Management's WTW Position: Q2 2026 in Review

Generate Investment Management opened a new position in Willis Towers Watson (WTW) in Q2 2026: 22,691 shares worth $5.93M. The stake represents 0.24% of the portfolio and ranks #80 among its holdings. This is a return to the name: Generate Investment Management previously reported a position in WTW as recently as Q4 2025.

Generate Investment Management first reported a position in WTW in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.8M in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Generate Investment Management held 22,691 shares of Willis Towers Watson worth $5.93M as of Q2 2026.
Willis Towers Watson was a new Generate Investment Management position in Q2 2026.
Willis Towers Watson made up 0.24% of Generate Investment Management's portfolio in Q2 2026, its #80 holding.
Generate Investment Management first reported a position in Willis Towers Watson in Q4 2024 and has held it in 6 quarters since.
Generate Investment Management's Willis Towers Watson position peaked at $17.8M in Q3 2025.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.