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Ironwood Investment Counsel’s Willis Towers Watson WTW Stock Holding History

Ironwood Investment Counsel’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 		$581K Sell
1,999
-60
-3% -$18.4K 0.08% 166
2025
Q4 		$677K Sell
2,059
-165
-7% -$54K 0.09% 159
2025
Q3 		$768K Sell
2,224
-11,687
-84% -$3.78M 0.11% 146
2025
Q2 		$1.75M Buy
13,911
+11,408
+456% +$3.54M 0.27% 82
2025
Q1 		$846K Sell
2,503
-106
-4% -$34.5K 0.15% 124
2024
Q4 		$817K Sell
2,609
-61
-2% -$18.7K 0.14% 128
2024
Q3 		$786K Sell
2,670
-80
-3% -$22.4K 0.13% 132
2024
Q2 		$721K Sell
2,750
-199
-7% -$51.4K 0.13% 139
2024
Q1 		$811K Hold
2,949
– – 0.14% 133
2023
Q4 		$711K Sell
2,949
-242
-8% -$56K 0.13% 137
2023
Q3 		$667K Hold
3,191
– – 0.14% 137
2023
Q2 		$751K Sell
3,191
-591
-16% -$136K 0.17% 107
2023
Q1 		$879K Sell
3,782
-245
-6% -$59.2K 0.21% 102
2022
Q4 		$985K Sell
4,027
-108
-3% -$24.7K 0.24% 95
2022
Q3 		$830K Sell
4,135
-300
-7% -$61.9K 0.24% 93
2022
Q2 		$875K Sell
4,435
-125
-3% -$26.8K 0.25% 91
2022
Q1 		$1.08M Sell
4,560
-521
-10% -$119K 0.26% 81
2021
Q4 		$1.21M Sell
5,081
-229
-4% -$54.2K 0.28% 81
2021
Q3 		$1.23M Sell
5,310
-375
-7% -$83.5K 0.32% 69
2021
Q2 		$1.31M Sell
5,685
-467
-8% -$116K 0.35% 71
2021
Q1 		$1.41M Sell
6,152
-10,786
-64% -$2.35M 0.4% 65
2020
Q4 		$3.57M Sell
16,938
-890
-5% -$183K 0.81% 38
2020
Q3 		$3.72M Sell
17,828
-2,192
-11% -$448K 1.01% 32
2020
Q2 		$3.94M Sell
20,020
-7,873
-28% -$1.51M 1.2% 28
2020
Q1 		$4.74M Buy
27,893
+694
+3% +$136K 1.86% 11
2019
Q4 		$5.49M Buy
27,199
+1
+0% +$192 1.88% 10
2019
Q3 		$5.25M Sell
27,198
-198
-0.7% -$38.7K 1.93% 10
2019
Q2 		$5.25M Sell
27,396
-542
-2% -$98.1K 2% 9
2019
Q1 		$4.91M Buy
27,938
+546
+2% +$90.6K 1.93% 10
2018
Q4 		$4.16M Sell
27,392
-1,013
-4% -$152K 1.83% 12
2018
Q3 		$4M Buy
28,405
+1,909
+7% +$289K 1.55% 17
2018
Q2 		$4.02M Buy
26,496
+187
+0.7% +$28.5K 1.75% 15
2018
Q1 		$4M Buy
26,309
+110
+0.4% +$17.3K 1.78% 15
2017
Q4 		$3.95M Sell
26,199
-675
-3% -$107K 1.46% 19
2017
Q3 		$4.14M Buy
26,874
+6,105
+29% +$912K 1.68% 18
2017
Q2 		$2.72M Hold
20,769
– – 1.03% 30
2017
Q1 		$2.72M Buy
20,769
+1,365
+7% +$174K 1.14% 25
2016
Q4 		$2.37M Buy
19,404
+2,668
+16% +$333K 1.06% 29
2016
Q3 		$2.22M Buy
+16,736
New +$2.08M 1.04% 30
2016
Q2 		– Sell
-13,918
Closed -$1.65M – 139
2016
Q1 		$1.65M Buy
13,918
+2,724
+24% +$314K 0.86% 35
2015
Q4 		$1.44M Sell
11,194
-358
-3% -$42.4K 0.83% 40
2015
Q3 		$1.25M Buy
11,552
+163
+1% +$19.3K 0.68% 43
2015
Q2 		$1.42M Buy
11,389
+66
+0.6% +$8.41K 0.72% 43
2015
Q1 		$1.45M Buy
11,323
+372
+3% +$45.6K 0.74% 45
2014
Q4 		$1.3M Buy
10,951
+309
+3% +$34.5K 0.66% 46
2014
Q3 		$1.17M Buy
10,642
+449
+4% +$49.9K 0.62% 49
2014
Q2 		$1.17M Buy
10,193
+1,182
+13% +$133K 0.6% 50
2014
Q1 		$1.05M Buy
9,011
+508
+6% +$57.8K 0.57% 51
2013
Q4 		$1.01M Buy
+8,503
New +$1.01M 0.57% 50

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ironwood Investment Counsel's WTW Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Willis Towers Watson (WTW) stake by 2.9% in Q1 2026, selling an estimated $18.4K and leaving 1,999 shares worth $581K. The position accounts for 0.08% of the portfolio, ranked #166.

Ironwood Investment Counsel first reported a position in WTW in Q4 2013 and has held it in 49 quarters since. The position peaked at $5.49M in Q4 2019. 718 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Ironwood Investment Counsel held 1,999 shares of Willis Towers Watson worth $581K as of Q1 2026.
  • Ironwood Investment Counsel sold 60 Willis Towers Watson shares in Q1 2026, an estimated $18.4K.
  • Willis Towers Watson made up 0.08% of Ironwood Investment Counsel's portfolio in Q1 2026, its #166 holding.
  • Ironwood Investment Counsel first reported a position in Willis Towers Watson in Q4 2013 and has held it in 49 quarters since.
  • Ironwood Investment Counsel's Willis Towers Watson position peaked at $5.49M in Q4 2019.
  • 718 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.