Sentry Investment Management’s Willis Towers Watson WTW Stock Holding History

Sentry Investment 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	–	Sell	-218	Closed	-$72K	–	493
2025 Q4	$72K	Hold	218	–	–	0.05%	293
2025 Q3	$75K	Sell	218 -84	-28%	-$27.2K	0.05%	292
2025 Q2	$92K	Hold	302	–	–	0.05%	296
2025 Q1	$91K	Sell	302 -90	-23%	-$29.3K	0.06%	268
2024 Q4	$123K	Sell	392 -64	-14%	-$19.6K	0.06%	267
2024 Q3	$134K	Hold	456	–	–	0.06%	286
2024 Q2	$120K	Sell	456 -93	-17%	-$24K	0.05%	288
2024 Q1	$151K	Hold	549	–	–	0.06%	283
2023 Q4	$132K	Sell	549 -59	-10%	-$13.6K	0.06%	295
2023 Q3	$127K	Sell	608 -98	-14%	-$20.9K	0.06%	296
2023 Q2	$166K	Hold	706	–	–	0.06%	296
2023 Q1	$164K	Sell	706 -903	-56%	-$218K	0.07%	287
2022 Q4	$394K	Buy	1,609 +607	+61%	+$139K	0.17%	145
2022 Q3	$201K	Buy	1,002 +132	+15%	+$27.2K	0.1%	222
2022 Q2	$172K	Sell	870 -170	-16%	-$36.4K	0.08%	258
2022 Q1	$246K	Sell	1,040 -175	-14%	-$40.1K	0.08%	253
2021 Q4	$289K	Hold	1,215	–	–	0.08%	261
2021 Q3	$282K	Sell	1,215 -177	-13%	-$39.4K	0.08%	248
2021 Q2	$320K	Hold	1,392	–	–	0.08%	243
2021 Q1	$319K	Sell	1,392 -25,708	-95%	-$5.6M	0.09%	236
2020 Q4	$5.71M	Hold	27,100	–	–	0.29%	87
2020 Q3	$5.66M	Hold	27,100	–	–	0.31%	81
2020 Q2	$5.34M	Buy	27,100 +85	+0.3%	+$16.3K	0.32%	75
2020 Q1	$4.59M	Sell	27,015 -790	-3%	-$155K	0.34%	77
2019 Q4	$5.62M	Buy	27,805 +1,155	+4%	+$221K	0.33%	74
2019 Q3	$5.14M	Hold	26,650	–	–	0.34%	75
2019 Q2	$5.11M	Sell	26,650 -2,647	-9%	-$479K	0.34%	72
2019 Q1	$5.15M	Sell	29,297 -2,601	-8%	-$432K	0.36%	60
2018 Q4	$4.84M	Sell	31,898 -835	-3%	-$125K	0.35%	66
2018 Q3	$4.61M	Buy	32,733 +3,474	+12%	+$525K	0.28%	92
2018 Q2	$4.44M	Sell	29,259 -3,257	-10%	-$496K	0.29%	84
2018 Q1	$4.95M	Sell	32,516 -3,123	-9%	-$490K	0.3%	86
2017 Q4	$5.37M	Buy	35,639 +1,052	+3%	+$166K	0.29%	91
2017 Q3	$5.33M	Hold	34,587	–	–	0.2%	88
2017 Q2	$5.03M	Buy	34,587 +3,353	+11%	+$468K	0.2%	93
2017 Q1	$4.09M	Sell	31,234 -1,252	-4%	-$159K	0.17%	107
2016 Q4	$3.97M	Hold	32,486	–	–	0.17%	103
2016 Q3	$4.31M	Buy	32,486 +5,633	+21%	+$701K	0.19%	93
2016 Q2	$3.34M	Buy	26,853 +866	+3%	+$107K	0.15%	112
2016 Q1	$3.08M	Buy	25,987 +17,911	+222%	+$2.06M	0.14%	120
2015 Q4	$1.04M	Buy	+8,076	New	+$957K	0.05%	297

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

Sentry Investment Management's WTW Position: Q1 2026 in Review

Sentry Investment Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 218 shares — an estimated $72K sold.

Sentry Investment Management first reported a position in WTW in Q4 2015 and held it in 41 quarters. The position peaked at $5.71M in Q4 2020. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Sentry Investment Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 218 Willis Towers Watson shares in Q1 2026, an estimated $72K.
Sentry Investment Management first reported a position in Willis Towers Watson in Q4 2015 and held it in 41 quarters.
Sentry Investment Management's Willis Towers Watson position peaked at $5.71M in Q4 2020.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.