Ostrum Asset Management’s Willis Towers Watson WTW Stock Holding History

Ostrum Asset 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	$2.93M	Buy	10,076 +4,625	+85%	+$1.42M	0.16%	94
2025 Q4	$1.79M	Sell	5,451 -1,808	-25%	-$592K	0.09%	178
2025 Q3	$2.51M	Buy	7,259 +2,876	+66%	+$931K	0.11%	162
2025 Q2	$1.34M	Sell	4,383 -127	-3%	-$39.4K	0.06%	245
2025 Q1	$1.52M	Sell	4,510 -1,589	-26%	-$518K	0.08%	223
2024 Q4	$1.91M	Sell	6,099 -251	-4%	-$77K	0.17%	200
2024 Q3	$1.87M	Buy	6,350 +78	+1%	+$21.8K	0.15%	227
2024 Q2	$1.64M	Sell	6,272 -488	-7%	-$126K	0.14%	223
2024 Q1	$1.86M	Hold	6,760	–	–	0.15%	237
2023 Q4	$1.63M	Sell	6,760 -9,802	-59%	-$2.27M	0.14%	234
2023 Q3	$3.46M	Sell	16,562 -2,351	-12%	-$502K	0.32%	76
2023 Q2	$4.45M	Sell	18,913 -160	-0.8%	-$36.9K	0.37%	68
2023 Q1	$4.43M	Buy	+19,073	New	+$4.61M	0.39%	62

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

Ostrum Asset Management's WTW Position: Q1 2026 in Review

Ostrum Asset Management increased its Willis Towers Watson (WTW) stake by 85% in Q1 2026, buying an estimated $1.42M and bringing the position to 10,076 shares worth $2.93M. The position accounts for 0.16% of the portfolio, ranked #94.

Ostrum Asset Management first reported a position in WTW in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.45M in Q2 2023. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Ostrum Asset Management held 10,076 shares of Willis Towers Watson worth $2.93M as of Q1 2026.
Ostrum Asset Management bought 4,625 Willis Towers Watson shares in Q1 2026, an estimated $1.42M.
Willis Towers Watson made up 0.16% of Ostrum Asset Management's portfolio in Q1 2026, its #94 holding.
Ostrum Asset Management first reported a position in Willis Towers Watson in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's Willis Towers Watson position peaked at $4.45M in Q2 2023.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.