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 Q3	–	Sell	-22,691	Closed	-$5.93M	–	109
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

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

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

ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $105M AUM 12.4% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Generate Investment Management's WTW Position: Q3 2026 in Review

Generate Investment Management sold out of Willis Towers Watson (WTW) in Q3 2026, closing a stake of 22,691 shares — an estimated $5.93M sold.

Generate Investment Management first reported a position in WTW in Q4 2024 and held it in 6 quarters. The position peaked at $17.8M in Q3 2025. 52 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

Generate Investment Management reported no remaining Willis Towers Watson position as of Q3 2026 after selling out during the quarter.
Generate Investment Management sold 22,691 Willis Towers Watson shares in Q3 2026, an estimated $5.93M.
Generate Investment Management first reported a position in Willis Towers Watson in Q4 2024 and held it in 6 quarters.
Generate Investment Management's Willis Towers Watson position peaked at $17.8M in Q3 2025.
52 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Generate Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.