James T. Borello
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James T. Borello’s Willis Towers Watson WTW Stock Holding History

James T. Borello’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 		$6.92K Sell
24
-1
-4% -$316 ﹤0.01% 700
2026
Q2 		$6.53K Sell
25
-18
-42% -$4.82K ﹤0.01% 712
2026
Q1 		$12.5K Buy
43
+35
+438% +$10.7K ﹤0.01% 494
2025
Q4 		$2.63K Sell
8
-4
-33% -$1.31K ﹤0.01% 723
2025
Q3 		$4.14K Buy
+12
New +$3.89K ﹤0.01% 512

Other funds holding WTW

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Cortland Associates
Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

James T. Borello's WTW Position: Q3 2026 in Review

James T. Borello reduced its Willis Towers Watson (WTW) stake by 4% in Q3 2026, selling an estimated $316 and leaving 24 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

James T. Borello first reported a position in WTW in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.5K in Q1 2026. 217 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • James T. Borello held 24 shares of Willis Towers Watson worth $6.92K as of Q3 2026.
  • James T. Borello sold 1 Willis Towers Watson share in Q3 2026, an estimated $316.
  • Willis Towers Watson made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #700 holding.
  • James T. Borello first reported a position in Willis Towers Watson in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Willis Towers Watson position peaked at $12.5K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.