IFU
WTW icon

iSAM Funds (UK)’s Willis Towers Watson WTW Stock Holding History

iSAM Funds (UK)’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 		$232K Buy
+797
New +$245K 0.11% 262
2025
Q4 		– Sell
-3,175
Closed -$1.1M – 733
2025
Q3 		$1.1M Buy
+3,175
New +$1.03M 0.23% 140
2025
Q2 		– Sell
-3,867
Closed -$1.31M – 613
2025
Q1 		$1.31M Buy
3,867
+3,107
+409% +$1.01M 0.65% 37
2024
Q4 		$238K Buy
+760
New +$233K 0.18% 210
2024
Q3 		– Sell
-3,104
Closed -$814K – 407
2024
Q2 		$814K Buy
+3,104
New +$801K 0.61% 51
2023
Q3 		– Sell
-1,083
Closed -$255K – 349
2023
Q2 		$255K Sell
1,083
-3,382
-76% -$779K 0.23% 158
2023
Q1 		$1.04M Buy
+4,465
New +$1.08M 1.32% 16

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

iSAM Funds (UK)'s WTW Position: Q1 2026 in Review

iSAM Funds (UK) opened a new position in Willis Towers Watson (WTW) in Q1 2026: 797 shares worth $232K. The stake represents 0.11% of the portfolio and ranks #262 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in WTW as recently as Q3 2025.

iSAM Funds (UK) first reported a position in WTW in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.31M in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • iSAM Funds (UK) held 797 shares of Willis Towers Watson worth $232K as of Q1 2026.
  • Willis Towers Watson was a new iSAM Funds (UK) position in Q1 2026.
  • Willis Towers Watson made up 0.11% of iSAM Funds (UK)'s portfolio in Q1 2026, its #262 holding.
  • iSAM Funds (UK) first reported a position in Willis Towers Watson in Q1 2023 and has held it in 7 quarters since.
  • iSAM Funds (UK)'s Willis Towers Watson position peaked at $1.31M in Q1 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.