Saxon Interests’s Willis Towers Watson WTW Stock Holding History

Saxon Interests’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	$535K	Buy	1,842 +11	+0.6%	+$3.38K	0.18%	133
2025 Q4	$602K	Hold	1,831	–	–	0.21%	104
2025 Q3	$598K	Hold	1,831	–	–	0.23%	88
2025 Q2	$619K	Hold	1,831	–	–	0.29%	80
2025 Q1	$619K	Hold	1,831	–	–	0.29%	80
2024 Q4	$574K	Hold	1,831	–	–	0.25%	88
2024 Q3	$539K	Hold	1,831	–	–	0.25%	92
2024 Q2	$480K	Hold	1,831	–	–	0.23%	99
2024 Q1	$504K	Hold	1,831	–	–	0.24%	100
2023 Q4	$442K	Buy	+1,831	New	+$423K	0.22%	108
2023 Q3	–	Sell	-1,831	Closed	-$431K	–	195
2023 Q2	$431K	Hold	1,831	–	–	0.23%	106
2023 Q1	$425K	Hold	1,831	–	–	0.24%	108
2022 Q4	$467K	Hold	1,831	–	–	0.27%	95
2022 Q3	$389K	Hold	1,831	–	–	0.24%	89
2022 Q2	$361K	Buy	+1,831	New	+$393K	0.22%	98

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

Saxon Interests's WTW Position: Q1 2026 in Review

Saxon Interests increased its Willis Towers Watson (WTW) stake by 0.6% in Q1 2026, buying an estimated $3.38K and bringing the position to 1,842 shares worth $535K. The position accounts for 0.18% of the portfolio, ranked #133.

Saxon Interests first reported a position in WTW in Q2 2022 and has held it in 15 quarters since. The position peaked at $619K in Q2 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Saxon Interests held 1,842 shares of Willis Towers Watson worth $535K as of Q1 2026.
Saxon Interests bought 11 Willis Towers Watson shares in Q1 2026, an estimated $3.38K.
Willis Towers Watson made up 0.18% of Saxon Interests's portfolio in Q1 2026, its #133 holding.
Saxon Interests first reported a position in Willis Towers Watson in Q2 2022 and has held it in 15 quarters since.
Saxon Interests's Willis Towers Watson position peaked at $619K in Q2 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.