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Private Wealth Asset Management’s Willis Towers Watson WTW Stock Holding History

Private Wealth Asset 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
-1
Closed -$329 – 1145
2025
Q4 		$329 Hold
1
– – ﹤0.01% 922
2025
Q3 		$345 Hold
1
– – ﹤0.01% 906
2025
Q2 		$307 Hold
1
– – ﹤0.01% 913
2025
Q1 		$338 Buy
+1
New +$326 ﹤0.01% 1020

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 $3.38T AUM 44.17% 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

Private Wealth Asset Management's WTW Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 1 share — an estimated $329 sold.

Private Wealth Asset Management first reported a position in WTW in Q1 2025 and held it in 4 quarters. The position peaked at $345 in Q3 2025. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 1 Willis Towers Watson share in Q1 2026, an estimated $329.
  • Private Wealth Asset Management first reported a position in Willis Towers Watson in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Willis Towers Watson position peaked at $345 in Q3 2025.
  • 723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.