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R Squared’s Willis Towers Watson WTW Stock Holding History

R Squared’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 		$344K Buy
+1,182
New +$363K 0.19% 172
2025
Q3 		– Sell
-1,464
Closed -$449K – 727
2025
Q2 		$449K Buy
1,464
+364
+33% +$113K 0.25% 124
2025
Q1 		$372K Buy
+1,100
New +$359K 0.4% 91

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

R Squared's WTW Position: Q1 2026 in Review

R Squared opened a new position in Willis Towers Watson (WTW) in Q1 2026: 1,182 shares worth $344K. The stake represents 0.19% of the portfolio and ranks #172 among its holdings. This is a return to the name: R Squared previously reported a position in WTW as recently as Q2 2025.

R Squared first reported a position in WTW in Q1 2025 and has held it in 3 quarters since. The position peaked at $449K in Q2 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • R Squared held 1,182 shares of Willis Towers Watson worth $344K as of Q1 2026.
  • Willis Towers Watson was a new R Squared position in Q1 2026.
  • Willis Towers Watson made up 0.19% of R Squared's portfolio in Q1 2026, its #172 holding.
  • R Squared first reported a position in Willis Towers Watson in Q1 2025 and has held it in 3 quarters since.
  • R Squared's Willis Towers Watson position peaked at $449K in Q2 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.