Longboard Asset Management’s Willis Towers Watson WTW Stock Holding History

Longboard Asset Management’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	-782	Closed	-$257K	–	79
2025 Q4	$257K	Hold	782	–	–	1.63%	8
2025 Q3	$270K	Hold	782	–	–	0.44%	47
2025 Q2	$240K	Hold	782	–	–	0.6%	73
2025 Q1	$264K	Hold	782	–	–	0.78%	18
2024 Q4	$245K	Buy	+782	New	+$240K	0.65%	26

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

Longboard Asset Management's WTW Position: Q1 2026 in Review

Longboard Asset Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 782 shares — an estimated $257K sold.

Longboard Asset Management first reported a position in WTW in Q4 2024 and held it in 5 quarters. The position peaked at $270K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Longboard Asset Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Longboard Asset Management sold 782 Willis Towers Watson shares in Q1 2026, an estimated $257K.
Longboard Asset Management first reported a position in Willis Towers Watson in Q4 2024 and held it in 5 quarters.
Longboard Asset Management's Willis Towers Watson position peaked at $270K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Longboard Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.