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Northwest & Ethical Investments’s Willis Towers Watson WTW Stock Holding History

Northwest & Ethical Investments’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 		$8.63M Buy
29,703
+2,085
+8% +$640K 0.2% 118
2025
Q4 		$9.08M Sell
27,618
-1,835
-6% -$601K 0.2% 119
2025
Q3 		$10.2M Hold
29,453
– – 0.24% 117
2025
Q2 		$9.03M Sell
29,453
-630
-2% -$195K 0.22% 126
2025
Q1 		$10.2M Buy
30,083
+1,789
+6% +$583K 0.28% 111
2024
Q4 		$8.86M Sell
28,294
-498
-2% -$153K 0.24% 133
2024
Q3 		$8.48M Buy
28,792
+3,509
+14% +$982K 0.22% 136
2024
Q2 		$6.63M Sell
25,283
-5,298
-17% -$1.37M 0.19% 147
2024
Q1 		$8.41M Buy
30,581
+361
+1% +$95K 0.24% 129
2023
Q4 		$7.29M Buy
30,220
+3,228
+12% +$746K 0.22% 137
2023
Q3 		$5.64M Sell
26,992
-24,980
-48% -$5.33M 0.19% 159
2023
Q2 		$12.2M Sell
51,972
-450
-0.9% -$104K 0.39% 82
2023
Q1 		$12.2M Sell
52,422
-10,507
-17% -$2.54M 0.4% 84
2022
Q4 		$15.4M Buy
62,929
+12,693
+25% +$2.9M 0.53% 57
2022
Q3 		$10.1M Buy
50,236
+7,331
+17% +$1.51M 0.41% 79
2022
Q2 		$8.47M Buy
42,905
+18,170
+73% +$3.9M 0.32% 97
2022
Q1 		$5.84M Buy
24,735
+22,397
+958% +$5.13M 0.19% 144
2021
Q4 		$555K Buy
+2,338
New +$553K 0.02% 341
2019
Q4 		– Sell
-6,141
Closed -$1.19M – 388
2019
Q3 		$1.19M Hold
6,141
– – 0.06% 300
2019
Q2 		$1.18M Sell
6,141
-38
-0.6% -$6.88K 0.06% 299
2019
Q1 		$1.09M Buy
+6,179
New +$1.03M 0.06% 308

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northwest & Ethical Investments's WTW Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Willis Towers Watson (WTW) stake by 7.5% in Q1 2026, buying an estimated $640K and bringing the position to 29,703 shares worth $8.63M. The position accounts for 0.2% of the portfolio, ranked #118.

Northwest & Ethical Investments first reported a position in WTW in Q1 2019 and has held it in 21 quarters since. The position peaked at $15.4M in Q4 2022. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Northwest & Ethical Investments held 29,703 shares of Willis Towers Watson worth $8.63M as of Q1 2026.
  • Northwest & Ethical Investments bought 2,085 Willis Towers Watson shares in Q1 2026, an estimated $640K.
  • Willis Towers Watson made up 0.2% of Northwest & Ethical Investments's portfolio in Q1 2026, its #118 holding.
  • Northwest & Ethical Investments first reported a position in Willis Towers Watson in Q1 2019 and has held it in 21 quarters since.
  • Northwest & Ethical Investments's Willis Towers Watson position peaked at $15.4M in Q4 2022.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.