Sanibel Captiva Trust Company’s Willis Towers Watson WTW Stock Holding History

Sanibel Captiva Trust Company’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	$302K	Sell	1,040 -160	-13%	-$49.1K	0.01%	383
2025 Q4	$394K	Hold	1,200	–	–	0.01%	325
2025 Q3	$415K	Hold	1,200	–	–	0.01%	320
2025 Q2	$368K	Hold	1,200	–	–	0.01%	321
2025 Q1	$406K	Hold	1,200	–	–	0.01%	299
2024 Q4	$376K	Sell	1,200 -120	-9%	-$36.8K	0.01%	310
2024 Q3	$389K	Hold	1,320	–	–	0.01%	298
2024 Q2	$346K	Hold	1,320	–	–	0.01%	300
2024 Q1	$363K	Buy	1,320 +8	+0.6%	+$2.1K	0.01%	297
2023 Q4	$316K	Buy	+1,312	New	+$303K	0.01%	295

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

Sanibel Captiva Trust Company's WTW Position: Q1 2026 in Review

Sanibel Captiva Trust Company reduced its Willis Towers Watson (WTW) stake by 13% in Q1 2026, selling an estimated $49.1K and leaving 1,040 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #383.

Sanibel Captiva Trust Company first reported a position in WTW in Q4 2023 and has held it in 10 quarters since. The position peaked at $415K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Sanibel Captiva Trust Company held 1,040 shares of Willis Towers Watson worth $302K as of Q1 2026.
Sanibel Captiva Trust Company sold 160 Willis Towers Watson shares in Q1 2026, an estimated $49.1K.
Willis Towers Watson made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #383 holding.
Sanibel Captiva Trust Company first reported a position in Willis Towers Watson in Q4 2023 and has held it in 10 quarters since.
Sanibel Captiva Trust Company's Willis Towers Watson position peaked at $415K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.