New Vernon Investment Management’s Willis Towers Watson WTW Stock Holding History

New Vernon 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 Q1	$2.77M	Sell	9,533 -9,533	-50%	-$2.92M	2.94%	14
2025 Q4	$6.27M	Buy	+19,066	New	+$6.24M	6.1%	5
2020 Q4	–	Sell	-9,534	Closed	-$1.99M	–	43
2020 Q3	$1.99M	Hold	9,534	–	–	4.49%	8
2020 Q2	$1.88M	Hold	9,534	–	–	4.72%	7
2020 Q1	$1.62M	Hold	9,534	–	–	4.22%	9
2019 Q4	$1.93M	Hold	9,534	–	–	4.09%	11
2019 Q3	$1.84M	Buy	+9,534	New	+$1.86M	3.85%	11

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

New Vernon Investment Management's WTW Position: Q1 2026 in Review

New Vernon Investment Management reduced its Willis Towers Watson (WTW) stake by 50% in Q1 2026, selling an estimated $2.92M and leaving 9,533 shares worth $2.77M. The position accounts for 2.94% of the portfolio, ranked #14.

New Vernon Investment Management first reported a position in WTW in Q3 2019 and has held it in 7 quarters since. The position peaked at $6.27M in Q4 2025. 718 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

New Vernon Investment Management held 9,533 shares of Willis Towers Watson worth $2.77M as of Q1 2026.
New Vernon Investment Management sold 9,533 Willis Towers Watson shares in Q1 2026, an estimated $2.92M.
Willis Towers Watson made up 2.94% of New Vernon Investment Management's portfolio in Q1 2026, its #14 holding.
New Vernon Investment Management first reported a position in Willis Towers Watson in Q3 2019 and has held it in 7 quarters since.
New Vernon Investment Management's Willis Towers Watson position peaked at $6.27M in Q4 2025.
718 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on New Vernon Investment Management's 13F filing for Q1 2026, filed 15 May 2026.