Mackenzie Financial’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.5M | Buy |
53,411
+15,835
| +42% | +$4.86M | 0.02% | 452 |
|
|
2025
Q4 | $12.5M | Buy |
37,576
+11,623
| +45% | +$3.8M | 0.01% | 462 |
|
|
2025
Q3 | $8.97M | Buy |
25,953
+8,718
| +51% | +$2.82M | 0.01% | 516 |
|
|
2025
Q2 | $5.28M | Buy |
17,235
+944
| +6% | +$293K | 0.01% | 595 |
|
|
2025
Q1 | $5.51M | Buy |
16,291
+1,178
| +8% | +$384K | 0.01% | 559 |
|
|
2024
Q4 | $4.73M | Buy |
15,113
+741
| +5% | +$227K | 0.01% | 581 |
|
|
2024
Q3 | $4.23M | Buy |
14,372
+378
| +3% | +$106K | 0.01% | 577 |
|
|
2024
Q2 | $3.67M | Sell |
13,994
-45,701
| -77% | -$11.8M | 0.01% | 599 |
|
|
2024
Q1 | $16.4M | Buy |
59,695
+2,225
| +4% | +$585K | 0.02% | 360 |
|
|
2023
Q4 | $13.9M | Sell |
57,470
-461
| -0.8% | -$107K | 0.02% | 389 |
|
|
2023
Q3 | $12M | Sell |
57,931
-3,253
| -5% | -$694K | 0.02% | 397 |
|
|
2023
Q2 | $14.3M | Sell |
61,184
-14,869
| -20% | -$3.43M | 0.02% | 394 |
|
|
2023
Q1 | $17.7M | Buy |
+76,053
| New | +$18.4M | 0.03% | 352 |
|
|
2022
Q4 | – | Sell |
-77,372
| Closed | -$15.5M | – | 1598 |
|
|
2022
Q3 | $15.5M | Buy |
77,372
+3,624
| +5% | +$748K | 0.03% | 350 |
|
|
2022
Q2 | $14.6M | Sell |
73,748
-545
| -0.7% | -$117K | 0.02% | 384 |
|
|
2022
Q1 | $17.5M | Sell |
74,293
-649
| -0.9% | -$149K | 0.02% | 384 |
|
|
2021
Q4 | $17.8M | Sell |
74,942
-62,793
| -46% | -$14.9M | 0.02% | 385 |
|
|
2021
Q3 | $32M | Buy |
137,735
+128,171
| +1,340% | +$28.5M | 0.05% | 279 |
|
|
2021
Q2 | $2.2M | Sell |
9,564
-1,341
| -12% | -$333K | ﹤0.01% | 705 |
|
|
2021
Q1 | $2.5M | Sell |
10,905
-3,937
| -27% | -$858K | ﹤0.01% | 650 |
|
|
2020
Q4 | $3.13M | Buy |
14,842
+2,015
| +16% | +$415K | 0.01% | 524 |
|
|
2020
Q3 | $2.68M | Buy |
12,827
+903
| +8% | +$184K | 0.01% | 503 |
|
|
2020
Q2 | $2.35M | Buy |
11,924
+8,458
| +244% | +$1.62M | 0.01% | 523 |
|
|
2020
Q1 | $589K | Buy |
3,466
+360
| +12% | +$70.8K | ﹤0.01% | 779 |
|
|
2019
Q4 | $627K | Buy |
3,106
+1,220
| +65% | +$234K | ﹤0.01% | 820 |
|
|
2019
Q3 | $364K | Sell |
1,886
-14
| -0.7% | -$2.73K | ﹤0.01% | 867 |
|
|
2019
Q2 | $364K | Sell |
1,900
-81,444
| -98% | -$14.7M | ﹤0.01% | 915 |
|
|
2019
Q1 | $14.6M | Sell |
83,344
-23,383
| -22% | -$3.88M | 0.04% | 317 |
|
|
2018
Q4 | $16.2M | Buy |
+106,727
| New | +$16M | 0.04% | 293 |
|
|
2018
Q3 | – | Sell |
-1,959
| Closed | -$297K | – | 1158 |
|
|
2018
Q2 | $297K | Buy |
1,959
+623
| +47% | +$94.8K | ﹤0.01% | 891 |
|
|
2018
Q1 | $203K | Buy |
+1,336
| New | +$210K | ﹤0.01% | 905 |
|
|
2016
Q4 | – | Sell |
-6,875
| Closed | -$913K | – | 741 |
|
|
2016
Q3 | $913K | Sell |
6,875
-2,718
| -28% | -$338K | 0.01% | 427 |
|
|
2016
Q2 | $1.19M | Buy |
9,593
+14
| +0.1% | +$1.73K | 0.01% | 569 |
|
|
2016
Q1 | $1.14M | Buy |
9,579
+6,799
| +245% | +$783K | 0.01% | 480 |
|
|
2015
Q4 | $358K | Sell |
2,780
-21
| -0.7% | -$2.49K | ﹤0.01% | 722 |
|
|
2015
Q3 | $304K | Buy |
2,801
+771
| +38% | +$91.4K | ﹤0.01% | 734 |
|
|
2015
Q2 | $252K | Buy |
2,030
+26
| +1% | +$3.31K | ﹤0.01% | 775 |
|
|
2015
Q1 | $256K | Sell |
2,004
-207
| -9% | -$25.4K | ﹤0.01% | 745 |
|
|
2014
Q4 | $262K | Hold |
2,211
| – | – | ﹤0.01% | 708 |
|
|
2014
Q3 | $242K | Buy |
+2,211
| New | +$246K | ﹤0.01% | 686 |
|
|
2014
Q1 | – | Sell |
-16,942
| Closed | -$2.01M | – | 676 |
|
|
2013
Q4 | $2.01M | Sell |
16,942
-3,109
| -16% | -$367K | 0.01% | 386 |
|
|
2013
Q3 | $2.3M | Sell |
20,051
-59,526
| -75% | -$6.72M | 0.01% | 365 |
|
|
2013
Q2 | $8.6M | Buy |
+79,577
| New | +$8.43M | 0.04% | 271 |
|
Other funds holding WTW
VCM
VPM
Mackenzie Financial's WTW Position: Q1 2026 in Review
Mackenzie Financial increased its Willis Towers Watson (WTW) stake by 42% in Q1 2026, buying an estimated $4.86M and bringing the position to 53,411 shares worth $15.5M. The position accounts for 0.02% of the portfolio, ranked #452.
Mackenzie Financial first reported a position in WTW in Q2 2013 and has held it in 43 quarters since. The position peaked at $32M in Q3 2021. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.
- Mackenzie Financial held 53,411 shares of Willis Towers Watson worth $15.5M as of Q1 2026.
- Mackenzie Financial bought 15,835 Willis Towers Watson shares in Q1 2026, an estimated $4.86M.
- Willis Towers Watson made up 0.02% of Mackenzie Financial's portfolio in Q1 2026, its #452 holding.
- Mackenzie Financial first reported a position in Willis Towers Watson in Q2 2013 and has held it in 43 quarters since.
- Mackenzie Financial's Willis Towers Watson position peaked at $32M in Q3 2021.
- 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.