Monument Group Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Monument Group Wealth 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	–	Sell	-1,034	Closed	-$340K	–	54
2025 Q4	$340K	Hold	1,034	–	–	0.19%	31
2025 Q3	$357K	Hold	1,034	–	–	0.21%	30
2025 Q2	$317K	Sell	1,034 -184	-15%	-$57.1K	0.2%	37
2025 Q1	$412K	Sell	1,218 -565	-32%	-$184K	0.29%	24
2024 Q4	$559K	Sell	1,783 -586	-25%	-$180K	0.4%	19
2024 Q3	$698K	Sell	2,369 -649	-22%	-$182K	0.42%	17
2024 Q2	$791K	Sell	3,018 -702	-19%	-$181K	0.53%	15
2024 Q1	$1.02M	Buy	3,720 +1,234	+50%	+$325K	0.76%	13
2023 Q4	$600K	Buy	+2,486	New	+$575K	0.51%	17

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

Monument Group Wealth Advisors's WTW Position: Q1 2026 in Review

Monument Group Wealth Advisors sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 1,034 shares — an estimated $340K sold.

Monument Group Wealth Advisors first reported a position in WTW in Q4 2023 and held it in 9 quarters. The position peaked at $1.02M in Q1 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Monument Group Wealth Advisors reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Monument Group Wealth Advisors sold 1,034 Willis Towers Watson shares in Q1 2026, an estimated $340K.
Monument Group Wealth Advisors first reported a position in Willis Towers Watson in Q4 2023 and held it in 9 quarters.
Monument Group Wealth Advisors's Willis Towers Watson position peaked at $1.02M in Q1 2024.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.