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 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MOTCO's WTW Position: Q2 2026 in Review

MOTCO opened a new position in Willis Towers Watson (WTW) in Q2 2026: 2 shares worth $523. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: MOTCO previously reported a position in WTW as recently as Q4 2025.

MOTCO first reported a position in WTW in Q1 2020 and has held it in 10 quarters since. The position peaked at $42.1K in Q3 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

MOTCO held 2 shares of Willis Towers Watson worth $523 as of Q2 2026.
Willis Towers Watson was a new MOTCO position in Q2 2026.
Willis Towers Watson made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #674 holding.
MOTCO first reported a position in Willis Towers Watson in Q1 2020 and has held it in 10 quarters since.
MOTCO's Willis Towers Watson position peaked at $42.1K in Q3 2025.
691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.