Pettyjohn Wood & White’s Willis Towers Watson WTW Stock Holding History

Pettyjohn Wood & White’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	$210K	Hold	723	–	–	0.03%	211
2025 Q4	$238K	Buy	723 +43	+6%	+$14.1K	0.04%	194
2025 Q3	$235K	Hold	680	–	–	0.04%	185
2025 Q2	$208K	Hold	680	–	–	0.04%	194
2025 Q1	$230K	Sell	680 -2,200	-76%	-$717K	0.04%	175
2024 Q4	$902K	Hold	2,880	–	–	0.17%	90
2024 Q3	$848K	Hold	2,880	–	–	0.16%	90
2024 Q2	$755K	Hold	2,880	–	–	0.15%	91
2024 Q1	$792K	Hold	2,880	–	–	0.16%	89
2023 Q4	$695K	Hold	2,880	–	–	0.15%	88
2023 Q3	$602K	Hold	2,880	–	–	0.14%	95
2023 Q2	$678K	Hold	2,880	–	–	0.16%	88
2023 Q1	$669K	Hold	2,880	–	–	0.16%	86
2022 Q4	$704K	Hold	2,880	–	–	0.18%	90
2022 Q3	$579K	Hold	2,880	–	–	0.15%	91
2022 Q2	$568K	Buy	+2,880	New	+$617K	0.13%	100

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

Pettyjohn Wood & White's WTW Position: Q1 2026 in Review

Pettyjohn Wood & White held its Willis Towers Watson (WTW) position steady in Q1 2026 at 723 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #211.

Pettyjohn Wood & White first reported a position in WTW in Q2 2022 and has held it in 16 quarters since. The position peaked at $902K in Q4 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Pettyjohn Wood & White held 723 shares of Willis Towers Watson worth $210K as of Q1 2026.
Pettyjohn Wood & White left its Willis Towers Watson share count unchanged in Q1 2026.
Willis Towers Watson made up 0.03% of Pettyjohn Wood & White's portfolio in Q1 2026, its #211 holding.
Pettyjohn Wood & White first reported a position in Willis Towers Watson in Q2 2022 and has held it in 16 quarters since.
Pettyjohn Wood & White's Willis Towers Watson position peaked at $902K in Q4 2024.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.