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Gibbs Wealth Management’s Willis Towers Watson WTW Stock Holding History

Gibbs Wealth 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 		$479K Buy
1,647
+815
+98% +$250K 0.06% 311
2025
Q4 		$275K Sell
832
-158
-16% -$51.7K 0.07% 289
2025
Q3 		$342K Sell
990
-1,129
-53% -$366K 0.08% 256
2025
Q2 		$650K Buy
2,119
+383
+22% +$119K 0.13% 191
2025
Q1 		$587K Buy
1,736
+715
+70% +$233K 0.14% 167
2024
Q4 		$320K Buy
+1,021
New +$313K 0.09% 223

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gibbs Wealth Management's WTW Position: Q1 2026 in Review

Gibbs Wealth Management increased its Willis Towers Watson (WTW) stake by 98% in Q1 2026, buying an estimated $250K and bringing the position to 1,647 shares worth $479K. The position accounts for 0.06% of the portfolio, ranked #311.

Gibbs Wealth Management first reported a position in WTW in Q4 2024 and has held it in 6 quarters since. The position peaked at $650K in Q2 2025. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Gibbs Wealth Management held 1,647 shares of Willis Towers Watson worth $479K as of Q1 2026.
  • Gibbs Wealth Management bought 815 Willis Towers Watson shares in Q1 2026, an estimated $250K.
  • Willis Towers Watson made up 0.06% of Gibbs Wealth Management's portfolio in Q1 2026, its #311 holding.
  • Gibbs Wealth Management first reported a position in Willis Towers Watson in Q4 2024 and has held it in 6 quarters since.
  • Gibbs Wealth Management's Willis Towers Watson position peaked at $650K in Q2 2025.
  • 723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.