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 Q2	–	Sell	-1,240	Closed	-$360K	–	300
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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

S-Bank Fund Management's WTW Position: Q2 2026 in Review

S-Bank Fund Management sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 1,240 shares — an estimated $360K sold.

S-Bank Fund Management first reported a position in WTW in Q2 2025 and held it in 4 quarters. The position peaked at $556K in Q3 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

S-Bank Fund Management reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
S-Bank Fund Management sold 1,240 Willis Towers Watson shares in Q2 2026, an estimated $360K.
S-Bank Fund Management first reported a position in Willis Towers Watson in Q2 2025 and held it in 4 quarters.
S-Bank Fund Management's Willis Towers Watson position peaked at $556K in Q3 2025.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.