Pathstone Holdings
WTW icon

Pathstone Holdings’s Willis Towers Watson WTW Stock Holding History

Pathstone 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
Q2 		$2.98M Buy
11,366
+1,176
+12% +$315K 0.01% 901
2026
Q1 		$2.96M Buy
10,190
+430
+4% +$132K 0.01% 823
2025
Q4 		$3.21M Buy
9,760
+971
+11% +$318K 0.01% 779
2025
Q3 		$3.04M Sell
8,789
-71
-0.8% -$23K 0.01% 801
2025
Q2 		$2.72M Buy
8,860
+773
+10% +$240K 0.01% 826
2025
Q1 		$2.73M Buy
8,087
+298
+4% +$97.1K 0.01% 812
2024
Q4 		$2.44M Buy
7,789
+32
+0.4% +$9.82K 0.01% 867
2024
Q3 		$2.29M Buy
7,757
+270
+4% +$75.5K 0.01% 898
2024
Q2 		$1.96M Sell
7,487
-350
-4% -$90.4K 0.01% 924
2024
Q1 		$2.16M Buy
7,837
+964
+14% +$254K 0.01% 860
2023
Q4 		$1.66M Buy
+6,873
New +$1.59M 0.01% 804

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 $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings's WTW Position: Q2 2026 in Review

Pathstone Holdings increased its Willis Towers Watson (WTW) stake by 12% in Q2 2026, buying an estimated $315K and bringing the position to 11,366 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #901.

Pathstone Holdings first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.21M in Q4 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Pathstone Holdings held 11,366 shares of Willis Towers Watson worth $2.98M as of Q2 2026.
  • Pathstone Holdings bought 1,176 Willis Towers Watson shares in Q2 2026, an estimated $315K.
  • Willis Towers Watson made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #901 holding.
  • Pathstone Holdings first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Willis Towers Watson position peaked at $3.21M in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.