Legal Advantage Investments’s Willis Towers Watson WTW Stock Holding History

Legal Advantage 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	–	Sell	-2,015	Closed	-$662K	–	91
2025 Q4	$662K	Sell	2,015 -100	-5%	-$32.7K	0.31%	65
2025 Q3	$731K	Hold	2,115	–	–	0.33%	67
2025 Q2	$648K	Sell	2,115 -50	-2%	-$15.5K	0.3%	67
2025 Q1	$732K	Sell	2,165 -50	-2%	-$16.3K	0.4%	59
2024 Q4	$694K	Hold	2,215	–	–	0.37%	62
2024 Q3	$652K	Hold	2,215	–	–	0.36%	64
2024 Q2	$581K	Hold	2,215	–	–	0.33%	65
2024 Q1	$609K	Hold	2,215	–	–	0.34%	66
2023 Q4	$534K	Sell	2,215 -50	-2%	-$11.6K	0.32%	67
2023 Q3	$473K	Sell	2,265 -200	-8%	-$42.7K	0.34%	66
2023 Q2	$581K	Hold	2,465	–	–	0.39%	62
2023 Q1	$573K	Hold	2,465	–	–	0.42%	59
2022 Q4	$603K	Buy	+2,465	New	+$563K	0.5%	54

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

Legal Advantage Investments's WTW Position: Q1 2026 in Review

Legal Advantage Investments sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 2,015 shares — an estimated $662K sold.

Legal Advantage Investments first reported a position in WTW in Q4 2022 and held it in 13 quarters. The position peaked at $732K in Q1 2025. 718 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Legal Advantage Investments reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Legal Advantage Investments sold 2,015 Willis Towers Watson shares in Q1 2026, an estimated $662K.
Legal Advantage Investments first reported a position in Willis Towers Watson in Q4 2022 and held it in 13 quarters.
Legal Advantage Investments's Willis Towers Watson position peaked at $732K in Q1 2025.
718 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Legal Advantage Investments's 13F filing for Q1 2026, filed 20 Apr 2026.