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Siemens Fonds Invest’s Willis Towers Watson WTW Stock Holding History

Siemens Fonds Invest’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 		$451K Sell
1,550
-16
-1% -$4.91K 0.03% 340
2025
Q4 		$522K Buy
1,566
+182
+13% +$59.6K 0.03% 322
2025
Q3 		$478K Sell
1,384
-46
-3% -$14.9K 0.03% 321
2025
Q2 		$438K Buy
1,430
+248
+21% +$76.9K 0.03% 328
2025
Q1 		$399K Buy
1,182
+84
+8% +$27.4K 0.03% 312
2024
Q4 		$344K Hold
1,098
– – 0.02% 350
2024
Q3 		$323K Hold
1,098
– – 0.03% 345
2024
Q2 		$288K Sell
1,098
-27
-2% -$6.97K 0.02% 362
2024
Q1 		$309K Sell
1,125
-75
-6% -$19.7K 0.02% 362
2023
Q4 		$289K Buy
+1,200
New +$277K 0.02% 361
2023
Q3 		– Sell
-1,212
Closed -$284K – 392
2023
Q2 		$284K Hold
1,212
– – 0.03% 320
2023
Q1 		$282K Sell
1,212
-15
-1% -$3.63K 0.03% 318
2022
Q4 		$300K Sell
1,227
-225
-15% -$51.4K 0.03% 306
2022
Q3 		$292K Hold
1,452
– – 0.03% 316
2022
Q2 		$287K Sell
1,452
-170
-10% -$36.4K 0.03% 335
2022
Q1 		$383K Sell
1,622
-12
-0.7% -$2.75K 0.03% 316
2021
Q4 		$387K Sell
1,634
-5
-0.3% -$1.18K 0.03% 319
2021
Q3 		$381K Buy
+1,639
New +$365K 0.03% 302

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

Siemens Fonds Invest's WTW Position: Q1 2026 in Review

Siemens Fonds Invest reduced its Willis Towers Watson (WTW) stake by 1% in Q1 2026, selling an estimated $4.91K and leaving 1,550 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #340.

Siemens Fonds Invest first reported a position in WTW in Q3 2021 and has held it in 18 quarters since. The position peaked at $522K in Q4 2025. 718 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Siemens Fonds Invest held 1,550 shares of Willis Towers Watson worth $451K as of Q1 2026.
  • Siemens Fonds Invest sold 16 Willis Towers Watson shares in Q1 2026, an estimated $4.91K.
  • Willis Towers Watson made up 0.03% of Siemens Fonds Invest's portfolio in Q1 2026, its #340 holding.
  • Siemens Fonds Invest first reported a position in Willis Towers Watson in Q3 2021 and has held it in 18 quarters since.
  • Siemens Fonds Invest's Willis Towers Watson position peaked at $522K in Q4 2025.
  • 718 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.