Hohimer Wealth Management
WTW icon

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

Hohimer 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
Q3 		$2.9M Sell
10,057
-1,192
-11% -$377K 0.28% 111
2026
Q2 		$2.94M Buy
11,249
+351
+3% +$93.9K 0.29% 105
2026
Q1 		$3.17M Buy
+10,898
New +$3.34M 0.37% 89

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hohimer Wealth Management's WTW Position: Q3 2026 in Review

Hohimer Wealth Management reduced its Willis Towers Watson (WTW) stake by 11% in Q3 2026, selling an estimated $377K and leaving 10,057 shares worth $2.9M. The position accounts for 0.28% of the portfolio, ranked #111.

Hohimer Wealth Management first reported a position in WTW in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.17M in Q1 2026. 494 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Hohimer Wealth Management held 10,057 shares of Willis Towers Watson worth $2.9M as of Q3 2026.
  • Hohimer Wealth Management sold 1,192 Willis Towers Watson shares in Q3 2026, an estimated $377K.
  • Willis Towers Watson made up 0.28% of Hohimer Wealth Management's portfolio in Q3 2026, its #111 holding.
  • Hohimer Wealth Management first reported a position in Willis Towers Watson in Q1 2026 and has held it in 3 quarters since.
  • Hohimer Wealth Management's Willis Towers Watson position peaked at $3.17M in Q1 2026.
  • 494 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.