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Moneta Group Investment Advisors’s Willis Towers Watson WTW Stock Holding History

Moneta Group Investment Advisors’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 		$663K Buy
2,282
+1,516
+198% +$465K 0.01% 442
2025
Q4 		$252K Buy
+766
New +$251K ﹤0.01% 687

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moneta Group Investment Advisors's WTW Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Willis Towers Watson (WTW) stake by 198% in Q1 2026, buying an estimated $465K and bringing the position to 2,282 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #442.

Moneta Group Investment Advisors first reported a position in WTW in Q4 2025 and has held it in 2 quarters since. 718 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Moneta Group Investment Advisors held 2,282 shares of Willis Towers Watson worth $663K as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,516 Willis Towers Watson shares in Q1 2026, an estimated $465K.
  • Willis Towers Watson made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #442 holding.
  • Moneta Group Investment Advisors first reported a position in Willis Towers Watson in Q4 2025 and has held it in 2 quarters since.
  • 718 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.