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NEOS Investment Management’s Willis Towers Watson WTW Stock Holding History

NEOS Investment Management’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 		$3.89M Buy
14,890
+162
+1% +$43.3K 0.01% 411
2026
Q1 		$4.28M Buy
14,728
+87
+0.6% +$26.7K 0.02% 362
2025
Q4 		$4.81M Buy
14,641
+2,478
+20% +$811K 0.03% 337
2025
Q3 		$4.2M Buy
12,163
+3,698
+44% +$1.2M 0.03% 326
2025
Q2 		$2.59M Buy
8,465
+1,783
+27% +$553K 0.03% 333
2025
Q1 		$2.26M Buy
6,682
+1,253
+23% +$408K 0.04% 313
2024
Q4 		$1.7M Buy
5,429
+1,243
+30% +$381K 0.04% 316
2024
Q3 		$1.23M Buy
4,186
+812
+24% +$227K 0.04% 336
2024
Q2 		$884K Buy
3,374
+996
+42% +$257K 0.04% 350
2024
Q1 		$654K Buy
2,378
+915
+63% +$241K 0.04% 328
2023
Q4 		$353K Buy
+1,463
New +$338K 0.03% 348

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NEOS Investment Management's WTW Position: Q2 2026 in Review

NEOS Investment Management increased its Willis Towers Watson (WTW) stake by 1.1% in Q2 2026, buying an estimated $43.3K and bringing the position to 14,890 shares worth $3.89M. The position accounts for 0.01% of the portfolio, ranked #411.

NEOS Investment Management first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.81M in Q4 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • NEOS Investment Management held 14,890 shares of Willis Towers Watson worth $3.89M as of Q2 2026.
  • NEOS Investment Management bought 162 Willis Towers Watson shares in Q2 2026, an estimated $43.3K.
  • Willis Towers Watson made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #411 holding.
  • NEOS Investment Management first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's Willis Towers Watson position peaked at $4.81M in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.