Riverpoint Wealth Management Holdings’s Willis Towers Watson WTW Stock Holding History

Riverpoint Wealth Management Holdings’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	$474K	Buy	1,630 +194	+14%	+$59.5K	0.1%	45
2025 Q4	$472K	Hold	1,436	–	–	0.1%	45
2025 Q3	$496K	Hold	1,436	–	–	0.11%	46
2025 Q2	$440K	Hold	1,436	–	–	0.1%	46
2025 Q1	$485K	Hold	1,436	–	–	0.13%	43
2024 Q4	$450K	Hold	1,436	–	–	0.12%	43
2024 Q3	$423K	Hold	1,436	–	–	0.11%	43
2024 Q2	$376K	Sell	1,436 -106	-7%	-$27.4K	0.1%	43
2024 Q1	$424K	Buy	1,542 +1	+0.1%	+$263	0.12%	39
2023 Q4	$372K	Hold	1,541	–	–	0.11%	40
2023 Q3	$322K	Hold	1,541	–	–	0.11%	41
2023 Q2	$363K	Buy	1,541 +1	+0.1%	+$230	0.12%	39
2023 Q1	$358K	Hold	1,540	–	–	0.12%	36
2022 Q4	$377K	Buy	1,540 +1	+0.1%	+$228	0.14%	35
2022 Q3	$309K	Hold	1,539	–	–	0.13%	38
2022 Q2	$304K	Hold	1,539	–	–	0.12%	36
2022 Q1	$363K	Buy	1,539 +1	+0.1%	+$229	0.13%	37
2021 Q4	$365K	Hold	1,538	–	–	0.12%	38
2021 Q3	$358K	Hold	1,538	–	–	0.13%	47
2021 Q2	$354K	Buy	1,538 +1	+0.1%	+$249	0.1%	68
2021 Q1	$352K	Hold	1,537	–	–	0.11%	68
2020 Q4	$324K	Hold	1,537	–	–	0.1%	66
2020 Q3	$321K	Buy	1,537 +1	+0.1%	+$204	0.12%	63
2020 Q2	$303K	Hold	1,536	–	–	0.12%	59
2020 Q1	$261K	Buy	+1,536	New	+$302K	0.13%	60

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

Riverpoint Wealth Management Holdings's WTW Position: Q1 2026 in Review

Riverpoint Wealth Management Holdings increased its Willis Towers Watson (WTW) stake by 14% in Q1 2026, buying an estimated $59.5K and bringing the position to 1,630 shares worth $474K. The position accounts for 0.1% of the portfolio, ranked #45.

Riverpoint Wealth Management Holdings first reported a position in WTW in Q1 2020 and has held it in 25 quarters since. The position peaked at $496K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Riverpoint Wealth Management Holdings held 1,630 shares of Willis Towers Watson worth $474K as of Q1 2026.
Riverpoint Wealth Management Holdings bought 194 Willis Towers Watson shares in Q1 2026, an estimated $59.5K.
Willis Towers Watson made up 0.1% of Riverpoint Wealth Management Holdings's portfolio in Q1 2026, its #45 holding.
Riverpoint Wealth Management Holdings first reported a position in Willis Towers Watson in Q1 2020 and has held it in 25 quarters since.
Riverpoint Wealth Management Holdings's Willis Towers Watson position peaked at $496K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2026, filed 4 May 2026.