South Shore Capital Advisors’s Willis Towers Watson WTW Stock Holding History

South Shore Capital Advisors’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	$2.26M	Sell	7,773 -303	-4%	-$93K	1.65%	16
2025 Q4	$2.65M	Buy	+8,076	New	+$2.64M	1.94%	13
2022 Q3	$729K	Hold	3,627	–	–	1.7%	13
2022 Q2	$716K	Hold	3,627	–	–	1.5%	18
2022 Q1	$857K	Sell	3,627 -630	-15%	-$144K	1.4%	15
2021 Q4	$1.01M	Hold	4,257	–	–	1.65%	11
2021 Q3	$990K	Hold	4,257	–	–	1.79%	9
2021 Q2	$979K	Hold	4,257	–	–	1.73%	9
2021 Q1	$974K	Hold	4,257	–	–	0.97%	26
2020 Q4	$897K	Buy	+4,257	New	+$876K	0.89%	27

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

South Shore Capital Advisors's WTW Position: Q1 2026 in Review

South Shore Capital Advisors reduced its Willis Towers Watson (WTW) stake by 3.8% in Q1 2026, selling an estimated $93K and leaving 7,773 shares worth $2.26M. The position accounts for 1.65% of the portfolio, ranked #16.

South Shore Capital Advisors first reported a position in WTW in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.65M in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

South Shore Capital Advisors held 7,773 shares of Willis Towers Watson worth $2.26M as of Q1 2026.
South Shore Capital Advisors sold 303 Willis Towers Watson shares in Q1 2026, an estimated $93K.
Willis Towers Watson made up 1.65% of South Shore Capital Advisors's portfolio in Q1 2026, its #16 holding.
South Shore Capital Advisors first reported a position in Willis Towers Watson in Q4 2020 and has held it in 10 quarters since.
South Shore Capital Advisors's Willis Towers Watson position peaked at $2.65M in Q4 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.