Leeward Investments’s Willis Towers Watson WTW Stock Holding History

Leeward Investments’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	$10.1M	Sell	34,715 -1,195	-3%	-$367K	0.5%	92
2025 Q4	$11.8M	Sell	35,910 -2,099	-6%	-$687K	0.6%	72
2025 Q3	$13.1M	Sell	38,009 -1,373	-3%	-$445K	0.67%	57
2025 Q2	$12.1M	Sell	39,382 -883	-2%	-$274K	0.64%	60
2025 Q1	$13.6M	Sell	40,265 -1,404	-3%	-$458K	0.72%	57
2024 Q4	$13.1M	Sell	41,669 -1,381	-3%	-$424K	0.65%	60
2024 Q3	$12.7M	Sell	43,050 -11,142	-21%	-$3.12M	0.59%	72
2024 Q2	$14.2M	Sell	54,192 -2,487	-4%	-$642K	0.65%	64
2024 Q1	$15.6M	Buy	56,679 +18,588	+49%	+$4.89M	0.69%	55
2023 Q4	$9.19M	Buy	+38,091	New	+$8.81M	0.43%	113

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Leeward Investments's WTW Position: Q1 2026 in Review

Leeward Investments reduced its Willis Towers Watson (WTW) stake by 3.3% in Q1 2026, selling an estimated $367K and leaving 34,715 shares worth $10.1M. The position accounts for 0.5% of the portfolio, ranked #92.

Leeward Investments first reported a position in WTW in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.6M in Q1 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Leeward Investments held 34,715 shares of Willis Towers Watson worth $10.1M as of Q1 2026.
Leeward Investments sold 1,195 Willis Towers Watson shares in Q1 2026, an estimated $367K.
Willis Towers Watson made up 0.5% of Leeward Investments's portfolio in Q1 2026, its #92 holding.
Leeward Investments first reported a position in Willis Towers Watson in Q4 2023 and has held it in 10 quarters since.
Leeward Investments's Willis Towers Watson position peaked at $15.6M in Q1 2024.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Leeward Investments's 13F filing for Q1 2026, filed 17 Apr 2026.