North Star Investment Management’s Willis Towers Watson WTW Stock Holding History

North Star 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	$1.57K	Sell	6 -1	-14%	-$268	﹤0.01%	1462
2026 Q1	$2.04K	Buy	7 +5	+250%	+$1.53K	﹤0.01%	1409
2025 Q4	$657	Buy	+2	New	+$655	﹤0.01%	1425
2025 Q1	–	Sell	-63	Closed	-$19.7K	–	1255
2024 Q4	$19.7K	Buy	+63	New	+$19.3K	﹤0.01%	764
2024 Q2	–	Sell	-5	Closed	-$1.38K	–	1243
2024 Q1	$1.38K	Hold	5	–	–	﹤0.01%	1131
2023 Q4	$1.21K	Hold	5	–	–	﹤0.01%	1095
2023 Q3	$1.04K	Hold	5	–	–	﹤0.01%	1134
2023 Q2	$1.18K	Hold	5	–	–	﹤0.01%	1134
2023 Q1	$1.16K	Hold	5	–	–	﹤0.01%	1146
2022 Q4	$1.22K	Buy	+5	New	+$1.14K	﹤0.01%	1138

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 $3.38T AUM 44.17% 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

North Star Investment Management's WTW Position: Q2 2026 in Review

North Star Investment Management reduced its Willis Towers Watson (WTW) stake by 14% in Q2 2026, selling an estimated $268 and leaving 6 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

North Star Investment Management first reported a position in WTW in Q4 2022 and has held it in 10 quarters since. The position peaked at $19.7K in Q4 2024. 694 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

North Star Investment Management held 6 shares of Willis Towers Watson worth $1.57K as of Q2 2026.
North Star Investment Management sold 1 Willis Towers Watson share in Q2 2026, an estimated $268.
Willis Towers Watson made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1462 holding.
North Star Investment Management first reported a position in Willis Towers Watson in Q4 2022 and has held it in 10 quarters since.
North Star Investment Management's Willis Towers Watson position peaked at $19.7K in Q4 2024.
694 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.