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Steigerwald Gordon & Koch’s Willis Towers Watson WTW Stock Holding History

Steigerwald Gordon & Koch’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
-27
Closed -$8.87K – 888
2025
Q4 		$8.87K Buy
+27
New +$8.84K ﹤0.01% 593

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steigerwald Gordon & Koch's WTW Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 27 shares — an estimated $8.87K sold.

Steigerwald Gordon & Koch first reported a position in WTW in Q4 2025 and held it in 1 quarter. The position peaked at $8.87K in Q4 2025. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Steigerwald Gordon & Koch reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 27 Willis Towers Watson shares in Q1 2026, an estimated $8.87K.
  • Steigerwald Gordon & Koch first reported a position in Willis Towers Watson in Q4 2025 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's Willis Towers Watson position peaked at $8.87K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.