Ritholtz Wealth Management’s Willis Towers Watson WTW Stock Holding History

Ritholtz Wealth 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	$408K	Buy	1,403 +134	+11%	+$41.1K	0.01%	862
2025 Q4	$417K	Sell	1,269 -29	-2%	-$9.49K	0.01%	775
2025 Q3	$448K	Buy	1,298 +88	+7%	+$28.5K	0.01%	713
2025 Q2	$371K	Buy	1,210 +8	+0.7%	+$2.48K	0.01%	727
2025 Q1	$406K	Buy	+1,202	New	+$392K	0.01%	647
2023 Q1	–	Sell	-1,917	Closed	-$469K	–	675
2022 Q4	$469K	Buy	1,917 +584	+44%	+$133K	0.03%	375
2022 Q3	$268K	Buy	+1,333	New	+$275K	0.01%	578

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

Ritholtz Wealth Management's WTW Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Willis Towers Watson (WTW) stake by 11% in Q1 2026, buying an estimated $41.1K and bringing the position to 1,403 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #862.

Ritholtz Wealth Management first reported a position in WTW in Q3 2022 and has held it in 7 quarters since. The position peaked at $469K in Q4 2022. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Ritholtz Wealth Management held 1,403 shares of Willis Towers Watson worth $408K as of Q1 2026.
Ritholtz Wealth Management bought 134 Willis Towers Watson shares in Q1 2026, an estimated $41.1K.
Willis Towers Watson made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #862 holding.
Ritholtz Wealth Management first reported a position in Willis Towers Watson in Q3 2022 and has held it in 7 quarters since.
Ritholtz Wealth Management's Willis Towers Watson position peaked at $469K in Q4 2022.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.