Plato Investment Management’s Willis Towers Watson WTW Stock Holding History

Plato Investment 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	$695K	Buy	2,391 +1,032	+76%	+$317K	0.05%	312
2025 Q4	$449K	Hold	1,359	–	–	0.03%	348
2025 Q3	$466K	Hold	1,359	–	–	0.03%	347
2025 Q2	$415K	Sell	1,359 -2,122	-61%	-$658K	0.03%	356
2025 Q1	$1.19M	Sell	3,481 -2,179	-38%	-$710K	0.1%	222
2024 Q4	$1.78M	Sell	5,660 -4,472	-44%	-$1.37M	0.13%	168
2024 Q3	$2.98M	Buy	+10,132	New	+$2.83M	0.24%	104

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

Plato Investment Management's WTW Position: Q1 2026 in Review

Plato Investment Management increased its Willis Towers Watson (WTW) stake by 76% in Q1 2026, buying an estimated $317K and bringing the position to 2,391 shares worth $695K. The position accounts for 0.05% of the portfolio, ranked #312.

Plato Investment Management first reported a position in WTW in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.98M in Q3 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Plato Investment Management held 2,391 shares of Willis Towers Watson worth $695K as of Q1 2026.
Plato Investment Management bought 1,032 Willis Towers Watson shares in Q1 2026, an estimated $317K.
Willis Towers Watson made up 0.05% of Plato Investment Management's portfolio in Q1 2026, its #312 holding.
Plato Investment Management first reported a position in Willis Towers Watson in Q3 2024 and has held it in 7 quarters since.
Plato Investment Management's Willis Towers Watson position peaked at $2.98M in Q3 2024.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.