NAM
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NorthCrest Asset Manangement’s Willis Towers Watson WTW Stock Holding History

NorthCrest Asset Manangement’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 		– Sell
-755
Closed -$253K – 876
2025
Q4 		$253K Buy
+755
New +$247K 0.01% 726

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 $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NorthCrest Asset Manangement's WTW Position: Q1 2026 in Review

NorthCrest Asset Manangement sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 755 shares — an estimated $253K sold.

NorthCrest Asset Manangement first reported a position in WTW in Q4 2025 and held it in 1 quarter. The position peaked at $253K in Q4 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • NorthCrest Asset Manangement reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 755 Willis Towers Watson shares in Q1 2026, an estimated $253K.
  • NorthCrest Asset Manangement first reported a position in Willis Towers Watson in Q4 2025 and held it in 1 quarter.
  • NorthCrest Asset Manangement's Willis Towers Watson position peaked at $253K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2026, filed 8 Apr 2026.