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S-Bank Fund Management’s Willis Towers Watson WTW Stock Holding History

S-Bank Fund 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 		$360K Sell
1,240
-46
-4% -$14.1K 0.05% 130
2025
Q4 		$423K Sell
1,286
-323
-20% -$106K 0.05% 124
2025
Q3 		$556K Sell
1,609
-21
-1% -$6.8K 0.07% 135
2025
Q2 		$500K Buy
+1,630
New +$505K 0.07% 148

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

S-Bank Fund Management's WTW Position: Q1 2026 in Review

S-Bank Fund Management reduced its Willis Towers Watson (WTW) stake by 3.6% in Q1 2026, selling an estimated $14.1K and leaving 1,240 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #130.

S-Bank Fund Management first reported a position in WTW in Q2 2025 and has held it in 4 quarters since. The position peaked at $556K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • S-Bank Fund Management held 1,240 shares of Willis Towers Watson worth $360K as of Q1 2026.
  • S-Bank Fund Management sold 46 Willis Towers Watson shares in Q1 2026, an estimated $14.1K.
  • Willis Towers Watson made up 0.05% of S-Bank Fund Management's portfolio in Q1 2026, its #130 holding.
  • S-Bank Fund Management first reported a position in Willis Towers Watson in Q2 2025 and has held it in 4 quarters since.
  • S-Bank Fund Management's Willis Towers Watson position peaked at $556K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.