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Intact Investment Management’s Willis Towers Watson WTW Stock Holding History

Intact 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
Q1 		– Sell
-800
Closed -$263K – 341
2025
Q4 		$263K Hold
800
– – 0.01% 243
2025
Q3 		$276K Hold
800
– – 0.01% 246
2025
Q2 		$245K Sell
800
-200
-20% -$62K 0.01% 254
2025
Q1 		$338K Sell
1,000
-1,800
-64% -$587K 0.01% 254
2024
Q4 		$877K Sell
2,800
-350
-11% -$107K 0.03% 224
2024
Q3 		$928K Buy
+3,150
New +$881K 0.03% 204
2022
Q3 		– Sell
-3,000
Closed -$592K – 269
2022
Q2 		$592K Hold
3,000
– – 0.02% 214
2022
Q1 		$708K Sell
3,000
-1,300
-30% -$298K 0.02% 221
2021
Q4 		$1.02M Sell
4,300
-100
-2% -$23.7K 0.03% 202
2021
Q3 		$1.02M Buy
4,400
+500
+13% +$111K 0.03% 195
2021
Q2 		$897K Sell
3,900
-200
-5% -$49.7K 0.03% 198
2021
Q1 		$938K Sell
4,100
-900
-18% -$196K 0.03% 198
2020
Q4 		$1.05M Buy
5,000
+600
+14% +$124K 0.03% 194
2020
Q3 		$919K Buy
+4,400
New +$898K 0.03% 186

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

Intact Investment Management's WTW Position: Q1 2026 in Review

Intact Investment Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 800 shares — an estimated $263K sold.

Intact Investment Management first reported a position in WTW in Q3 2020 and held it in 14 quarters. The position peaked at $1.05M in Q4 2020. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Intact Investment Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Intact Investment Management sold 800 Willis Towers Watson shares in Q1 2026, an estimated $263K.
  • Intact Investment Management first reported a position in Willis Towers Watson in Q3 2020 and held it in 14 quarters.
  • Intact Investment Management's Willis Towers Watson position peaked at $1.05M in Q4 2020.
  • 723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Intact Investment Management's 13F filing for Q1 2026, filed 8 May 2026.