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Heights Point Management’s Willis Towers Watson WTW Stock Holding History

Heights Point 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
-14,676
Closed -$4.82M – 31
2025
Q4 		$4.82M Buy
+14,676
New +$4.8M 4.11% 14

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 $3.37T AUM 44.26% 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

Heights Point Management's WTW Position: Q1 2026 in Review

Heights Point Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 14,676 shares — an estimated $4.82M sold.

Heights Point Management first reported a position in WTW in Q4 2025 and held it in 1 quarter. The position peaked at $4.82M in Q4 2025. 722 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Heights Point Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Heights Point Management sold 14,676 Willis Towers Watson shares in Q1 2026, an estimated $4.82M.
  • Heights Point Management first reported a position in Willis Towers Watson in Q4 2025 and held it in 1 quarter.
  • Heights Point Management's Willis Towers Watson position peaked at $4.82M in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Heights Point Management's 13F filing for Q1 2026, filed 15 May 2026.