SimplyRich’s Willis Towers Watson WTW Stock Holding History

SimplyRich’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	$573K	Sell	1,973 -42	-2%	-$12.9K	0.15%	139
2025 Q4	$662K	Hold	2,015	–	–	0.17%	110
2025 Q3	$696K	Hold	2,015	–	–	0.19%	111
2025 Q2	$617K	Sell	2,015 -67	-3%	-$20.8K	0.17%	120
2025 Q1	$703K	Hold	2,082	–	–	0.2%	100
2024 Q4	$652K	Hold	2,082	–	–	0.19%	106
2024 Q3	$613K	Sell	2,082 -153	-7%	-$42.8K	0.17%	113
2024 Q2	$585K	Hold	2,235	–	–	0.19%	104
2024 Q1	$615K	Hold	2,235	–	–	0.2%	100
2023 Q4	$539K	Sell	2,235 -410	-16%	-$94.8K	0.19%	105
2023 Q3	$552K	Sell	2,645 -4,063	-61%	-$867K	0.27%	91
2023 Q2	$1.58M	Hold	6,708	–	–	0.56%	41
2023 Q1	$1.56M	Sell	6,708 -40	-0.6%	-$9.67K	0.59%	38
2022 Q4	$1.65M	Sell	6,748 -5	-0.1%	-$1.14K	0.66%	36
2022 Q3	$1.36M	Buy	+6,753	New	+$1.39M	0.61%	38

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

SimplyRich's WTW Position: Q1 2026 in Review

SimplyRich reduced its Willis Towers Watson (WTW) stake by 2.1% in Q1 2026, selling an estimated $12.9K and leaving 1,973 shares worth $573K. The position accounts for 0.15% of the portfolio, ranked #139.

SimplyRich first reported a position in WTW in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.65M in Q4 2022. 718 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

SimplyRich held 1,973 shares of Willis Towers Watson worth $573K as of Q1 2026.
SimplyRich sold 42 Willis Towers Watson shares in Q1 2026, an estimated $12.9K.
Willis Towers Watson made up 0.15% of SimplyRich's portfolio in Q1 2026, its #139 holding.
SimplyRich first reported a position in Willis Towers Watson in Q3 2022 and has held it in 15 quarters since.
SimplyRich's Willis Towers Watson position peaked at $1.65M in Q4 2022.
718 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.