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Prelude Capital Management’s Willis Towers Watson WTW Stock Holding History

Prelude Capital 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 		– Sell
-970
Closed -$319K – 1633
2025
Q4 		$319K Buy
+970
New +$318K 0.02% 759
2023
Q4 		– Sell
-2,096
Closed -$438K – 1384
2023
Q3 		$438K Buy
2,096
+96
+5% +$20.5K 0.03% 514
2023
Q2 		$471K Sell
2,000
-130
-6% -$30K 0.03% 489
2023
Q1 		$495K Buy
2,130
+130
+7% +$31.4K 0.03% 463
2022
Q4 		$489K Sell
2,000
-3,953
-66% -$903K 0.03% 584
2022
Q3 		$1.2M Sell
5,953
-1,258
-17% -$260K 0.04% 370
2022
Q2 		$1.42M Sell
7,211
-451
-6% -$96.7K 0.04% 396
2022
Q1 		$1.81M Sell
7,662
-23,249
-75% -$5.32M 0.05% 375
2021
Q4 		$7.34M Sell
30,911
-17,521
-36% -$4.15M 0.19% 63
2021
Q3 		$11.3M Buy
48,432
+6,868
+17% +$1.53M 0.29% 38
2021
Q2 		$9.56M Buy
41,564
+6,376
+18% +$1.59M 0.28% 44
2021
Q1 		$8.05M Sell
35,188
-3,274
-9% -$713K 0.21% 54
2020
Q4 		$8.1M Buy
38,462
+3,127
+9% +$644K 0.21% 61
2020
Q3 		$7.38M Buy
35,335
+25,872
+273% +$5.28M 0.36% 37
2020
Q2 		$1.86M Buy
9,463
+7,505
+383% +$1.44M 0.1% 176
2020
Q1 		$333K Buy
1,958
+1,676
+594% +$330K 0.02% 368
2019
Q4 		$57K Buy
282
+228
+422% +$43.7K ﹤0.01% 1293
2019
Q3 		$10K Sell
54
-94
-64% -$18.4K ﹤0.01% 1499
2019
Q2 		$28K Sell
148
-1,606
-92% -$291K ﹤0.01% 1236
2019
Q1 		$308K Buy
+1,754
New +$291K 0.02% 598
2018
Q4 		– Sell
-452
Closed -$64K – 2207
2018
Q3 		$64K Buy
+452
New +$68.3K ﹤0.01% 1068

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prelude Capital Management's WTW Position: Q1 2026 in Review

Prelude Capital Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 970 shares — an estimated $319K sold.

Prelude Capital Management first reported a position in WTW in Q3 2018 and held it in 21 quarters. The position peaked at $11.3M in Q3 2021. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Prelude Capital Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 970 Willis Towers Watson shares in Q1 2026, an estimated $319K.
  • Prelude Capital Management first reported a position in Willis Towers Watson in Q3 2018 and held it in 21 quarters.
  • Prelude Capital Management's Willis Towers Watson position peaked at $11.3M in Q3 2021.
  • 723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.