MOTCO’s Willis Towers Watson WTW Stock Holding History

MOTCO’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 Q3	$576	Hold	2	–	–	﹤0.01%	696
2026 Q2	$523	Buy	+2	New	+$535	﹤0.01%	674
2026 Q1	–	Sell	-116	Closed	-$38.1K	–	679
2025 Q4	$38.1K	Sell	116 -6	-5%	-$1.96K	﹤0.01%	344
2025 Q3	$42.1K	Buy	122 +116	+1,933%	+$37.6K	﹤0.01%	343
2025 Q2	$1.9K	Hold	6	–	–	﹤0.01%	536
2025 Q1	$2.03K	Buy	+6	New	+$1.96K	﹤0.01%	509
2023 Q3	–	Sell	-13	Closed	-$3.06K	–	965
2023 Q2	$3.06K	Buy	+13	New	+$3K	﹤0.01%	599
2021 Q1	–	Sell	-9	Closed	-$2K	–	806
2020 Q4	$2K	Hold	9	–	–	﹤0.01%	702
2020 Q3	$2K	Hold	9	–	–	﹤0.01%	607
2020 Q2	$2K	Hold	9	–	–	﹤0.01%	567
2020 Q1	$2K	Buy	+9	New	+$1.77K	﹤0.01%	567

Other funds holding WTW

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

MOTCO's WTW Position: Q3 2026 in Review

MOTCO held its Willis Towers Watson (WTW) position steady in Q3 2026 at 2 shares worth $576. The position accounts for ﹤0.01% of the portfolio, ranked #696.

MOTCO first reported a position in WTW in Q1 2020 and has held it in 11 quarters since. The position peaked at $42.1K in Q3 2025. 423 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

MOTCO held 2 shares of Willis Towers Watson worth $576 as of Q3 2026.
MOTCO left its Willis Towers Watson share count unchanged in Q3 2026.
Willis Towers Watson made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #696 holding.
MOTCO first reported a position in Willis Towers Watson in Q1 2020 and has held it in 11 quarters since.
MOTCO's Willis Towers Watson position peaked at $42.1K in Q3 2025.
423 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.