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Perpetual Ltd’s Willis Towers Watson WTW Stock Holding History

Perpetual Ltd’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 		– Sell
-621
Closed -$204K – 452
2025
Q4 		$204K Sell
621
-87,762
-99% -$28.7M ﹤0.01% 410
2025
Q3 		$30.5M Sell
88,383
-14,364
-14% -$4.65M 0.38% 78
2025
Q2 		$31.5M Sell
102,747
-2,532
-2% -$785K 0.37% 80
2025
Q1 		$35.6M Sell
105,279
-6,881
-6% -$2.24M 0.43% 67
2024
Q4 		$35.1M Sell
112,160
-48,412
-30% -$14.8M 0.41% 65
2024
Q3 		$47.3M Sell
160,572
-50,006
-24% -$14M 0.51% 57
2024
Q2 		$55.2M Buy
210,578
+20,068
+11% +$5.18M 0.6% 55
2024
Q1 		$52.4M Sell
190,510
-68,637
-26% -$18.1M 0.51% 58
2023
Q4 		$62.5M Sell
259,147
-10,052
-4% -$2.32M 0.64% 48
2023
Q3 		$56.3M Buy
269,199
+49,299
+22% +$10.5M 0.58% 50
2023
Q2 		$51.8M Buy
219,900
+17,138
+8% +$3.95M 0.44% 60
2023
Q1 		$47.1M Buy
+202,762
New +$49M 0.41% 69
2016
Q4 		– Sell
-8,394
Closed -$1.11M – 237
2016
Q3 		$1.11M Buy
+8,394
New +$1.04M 0.09% 159

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

Perpetual Ltd's WTW Position: Q1 2026 in Review

Perpetual Ltd sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 621 shares — an estimated $204K sold.

Perpetual Ltd first reported a position in WTW in Q3 2016 and held it in 13 quarters. The position peaked at $62.5M in Q4 2023. 718 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Perpetual Ltd reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Perpetual Ltd sold 621 Willis Towers Watson shares in Q1 2026, an estimated $204K.
  • Perpetual Ltd first reported a position in Willis Towers Watson in Q3 2016 and held it in 13 quarters.
  • Perpetual Ltd's Willis Towers Watson position peaked at $62.5M in Q4 2023.
  • 718 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Perpetual Ltd's 13F filing for Q1 2026, filed 14 Apr 2026.