Osaic Holdings
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Osaic Holdings’s Willis Towers Watson WTW Stock Holding History

Osaic Holdings’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 		$998K Buy
3,430
+112
+3% +$34.4K ﹤0.01% 2713
2025
Q4 		$1.09M Sell
3,318
-2,454
-43% -$803K ﹤0.01% 2615
2025
Q3 		$1.98M Buy
5,772
+1,662
+40% +$538K ﹤0.01% 2175
2025
Q2 		$1.27M Buy
4,110
+2,580
+169% +$800K ﹤0.01% 2302
2025
Q1 		$519K Sell
1,530
-9,780
-86% -$3.19M ﹤0.01% 2839
2024
Q4 		$2.95M Buy
11,310
+1,679
+17% +$515K 0.01% 1368
2024
Q3 		$2.84M Buy
9,631
+118
+1% +$33K 0.01% 1438
2024
Q2 		$2.49M Buy
9,513
+589
+7% +$152K 0.01% 1466
2024
Q1 		$2.45M Buy
8,924
+4,183
+88% +$1.1M 0.01% 1546
2023
Q4 		$1.14M Buy
4,741
+102
+2% +$23.6K ﹤0.01% 2382
2023
Q3 		$970K Sell
4,639
-603
-12% -$129K ﹤0.01% 2654
2023
Q2 		$1.23M Sell
5,242
-2,293
-30% -$528K ﹤0.01% 2305
2023
Q1 		$1.75M Sell
7,535
-5,193
-41% -$1.26M ﹤0.01% 1935
2022
Q4 		$3.11M Buy
12,728
+1,624
+15% +$371K 0.01% 1415
2022
Q3 		$2.23M Buy
11,104
+6,254
+129% +$1.29M 0.01% 1562
2022
Q2 		$958K Buy
4,850
+284
+6% +$60.9K ﹤0.01% 2312
2022
Q1 		$1.26M Buy
4,566
+298
+7% +$68.2K ﹤0.01% 2363
2021
Q4 		$1.01M Buy
4,268
+633
+17% +$150K ﹤0.01% 2391
2021
Q3 		$846K Buy
3,635
+1,717
+90% +$382K ﹤0.01% 2500
2021
Q2 		$441K Sell
1,918
-71
-4% -$17.7K ﹤0.01% 3153
2021
Q1 		$455K Sell
1,989
-1,264
-39% -$275K ﹤0.01% 2966
2020
Q4 		$686K Sell
3,253
-1,161
-26% -$239K ﹤0.01% 2374
2020
Q3 		$921K Buy
4,414
+900
+26% +$184K ﹤0.01% 1906
2020
Q2 		$691K Sell
3,514
-352
-9% -$67.4K ﹤0.01% 2063
2020
Q1 		$658K Buy
+3,866
New +$760K ﹤0.01% 1845

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

Osaic Holdings's WTW Position: Q1 2026 in Review

Osaic Holdings increased its Willis Towers Watson (WTW) stake by 3.4% in Q1 2026, buying an estimated $34.4K and bringing the position to 3,430 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

Osaic Holdings first reported a position in WTW in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.11M in Q4 2022. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Osaic Holdings held 3,430 shares of Willis Towers Watson worth $998K as of Q1 2026.
  • Osaic Holdings bought 112 Willis Towers Watson shares in Q1 2026, an estimated $34.4K.
  • Willis Towers Watson made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2713 holding.
  • Osaic Holdings first reported a position in Willis Towers Watson in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Willis Towers Watson position peaked at $3.11M in Q4 2022.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.