Harvest Fund Management’s Willis Towers Watson WTW Stock Holding History

Harvest Fund 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	-2,915	Closed	-$928K	–	653
2025 Q4	$928K	Hold	2,915	–	–	0.03%	193
2025 Q3	$928K	Hold	2,915	–	–	0.04%	198
2025 Q2	$928K	Buy	2,915 +2	+0.1%	+$620	0.04%	192
2025 Q1	$927K	Buy	2,913 +614	+27%	+$200K	0.05%	205
2024 Q4	$720K	Buy	+2,299	New	+$705K	0.03%	268
2024 Q2	–	Sell	-255	Closed	-$70K	–	773
2024 Q1	$70K	Buy	+255	New	+$67.1K	0.01%	463

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Fund Management's WTW Position: Q1 2026 in Review

Harvest Fund Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 2,915 shares — an estimated $928K sold.

Harvest Fund Management first reported a position in WTW in Q1 2024 and held it in 6 quarters. The position peaked at $928K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Harvest Fund Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Harvest Fund Management sold 2,915 Willis Towers Watson shares in Q1 2026, an estimated $928K.
Harvest Fund Management first reported a position in Willis Towers Watson in Q1 2024 and held it in 6 quarters.
Harvest Fund Management's Willis Towers Watson position peaked at $928K in Q4 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.