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 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 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

Pathstone Holdings's WTW Position: Q1 2026 in Review

Pathstone Holdings increased its Willis Towers Watson (WTW) stake by 4.4% in Q1 2026, buying an estimated $132K and bringing the position to 10,190 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #823.

Pathstone Holdings first reported a position in WTW in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.21M in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Pathstone Holdings held 10,190 shares of Willis Towers Watson worth $2.96M as of Q1 2026.
Pathstone Holdings bought 430 Willis Towers Watson shares in Q1 2026, an estimated $132K.
Willis Towers Watson made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #823 holding.
Pathstone Holdings first reported a position in Willis Towers Watson in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Willis Towers Watson position peaked at $3.21M in Q4 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.