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

Rockefeller 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 		$6.26M Sell
21,522
-121,016
-85% -$37.1M 0.01% 837
2025
Q4 		$46.8M Buy
142,538
+375
+0.3% +$123K 0.08% 216
2025
Q3 		$49.1M Sell
142,163
-13,603
-9% -$4.41M 0.1% 192
2025
Q2 		$47.7M Buy
155,766
+23,155
+17% +$7.18M 0.1% 190
2025
Q1 		$44.8M Buy
132,611
+5,914
+5% +$1.93M 0.11% 184
2024
Q4 		$39.7M Sell
126,697
-90,811
-42% -$27.9M 0.1% 198
2024
Q3 		$64.1M Sell
217,508
-17,458
-7% -$4.88M 0.17% 129
2024
Q2 		$61.6M Sell
234,966
-4,997
-2% -$1.29M 0.18% 129
2024
Q1 		$66M Sell
239,963
-1,796
-0.7% -$472K 0.19% 121
2023
Q4 		$58.3M Sell
241,759
-11,025
-4% -$2.55M 0.19% 121
2023
Q3 		$52.8M Sell
252,784
-34,220
-12% -$7.3M 0.2% 119
2023
Q2 		$67.6M Sell
287,004
-57,152
-17% -$13.2M 0.26% 88
2023
Q1 		$80M Sell
344,156
-77,674
-18% -$18.8M 0.34% 70
2022
Q4 		$103M Sell
421,830
-175,803
-29% -$40.2M 0.52% 33
2022
Q3 		$120M Sell
597,633
-59,400
-9% -$12.3M 0.62% 23
2022
Q2 		$130M Sell
657,033
-13,595
-2% -$2.91M 0.69% 19
2022
Q1 		$158M Sell
670,628
-13,076
-2% -$2.99M 0.76% 15
2021
Q4 		$162M Sell
683,704
-256,583
-27% -$60.7M 0.76% 18
2021
Q3 		$219M Buy
940,287
+120,345
+15% +$26.8M 1.15% 8
2021
Q2 		$189M Buy
819,942
+154,104
+23% +$38.3M 1.06% 11
2021
Q1 		$152M Sell
665,838
-14,234
-2% -$3.1M 1.03% 14
2020
Q4 		$143M Sell
680,072
-105,693
-13% -$21.8M 1.09% 13
2020
Q3 		$164M Buy
785,765
+2,964
+0.4% +$605K 1.54% 9
2020
Q2 		$154M Buy
782,801
+35,880
+5% +$6.87M 1.61% 10
2020
Q1 		$127M Buy
746,921
+740,575
+11,670% +$146M 1.66% 11
2019
Q4 		$1.28M Buy
6,346
+38
+0.6% +$7.28K 0.02% 409
2019
Q3 		$1.22M Sell
6,308
-4
-0.1% -$781 0.02% 357
2019
Q2 		$1.21M Sell
6,312
-249
-4% -$45.1K 0.02% 321
2019
Q1 		$1.15M Buy
6,561
+874
+15% +$145K 0.02% 356
2018
Q4 		$864K Buy
+5,687
New +$851K 0.02% 269

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

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

Rockefeller Capital Management reduced its Willis Towers Watson (WTW) stake by 85% in Q1 2026, selling an estimated $37.1M and leaving 21,522 shares worth $6.26M. The position accounts for 0.01% of the portfolio, ranked #837.

Rockefeller Capital Management first reported a position in WTW in Q4 2018 and has held it in 30 quarters since. The position peaked at $219M in Q3 2021. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Rockefeller Capital Management held 21,522 shares of Willis Towers Watson worth $6.26M as of Q1 2026.
  • Rockefeller Capital Management sold 121,016 Willis Towers Watson shares in Q1 2026, an estimated $37.1M.
  • Willis Towers Watson made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #837 holding.
  • Rockefeller Capital Management first reported a position in Willis Towers Watson in Q4 2018 and has held it in 30 quarters since.
  • Rockefeller Capital Management's Willis Towers Watson position peaked at $219M in Q3 2021.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.