Summit Trail Advisors’s Willis Towers Watson WTW Stock Holding History

Summit Trail 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	$2.77M	Buy	9,530 +498	+6%	+$153K	0.04%	338
2025 Q4	$2.98M	Sell	9,032 -18	-0.2%	-$5.89K	0.05%	237
2025 Q3	$3.13M	Buy	9,050 +63	+0.7%	+$20.4K	0.04%	241
2025 Q2	$2.76M	Buy	8,987 +7,725	+612%	+$2.4M	0.05%	202
2025 Q1	$428K	Buy	1,262 +422	+50%	+$138K	0.01%	266
2024 Q4	$264K	Buy	+840	New	+$258K	0.01%	318
2024 Q2	–	Sell	-1,139	Closed	-$314K	–	676
2024 Q1	$314K	Buy	1,139 +282	+33%	+$74.2K	0.01%	442
2023 Q4	$207K	Buy	+857	New	+$198K	0.01%	491
2022 Q3	–	Sell	-1,145	Closed	-$227K	–	420
2022 Q2	$227K	Buy	+1,145	New	+$245K	0.01%	324
2019 Q1	–	Sell	-6,379	Closed	-$969K	–	134
2018 Q4	$969K	Sell	6,379 -179	-3%	-$26.8K	0.34%	38
2018 Q3	$924K	Buy	6,558 +179	+3%	+$27.1K	0.2%	64
2018 Q2	$967K	Buy	+6,379	New	+$971K	0.34%	43
2018 Q1	–	Sell	-274	Closed	-$44K	–	1681
2017 Q4	$44K	Buy	+274	New	+$43.3K	0.01%	850

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

Summit Trail Advisors's WTW Position: Q1 2026 in Review

Summit Trail Advisors increased its Willis Towers Watson (WTW) stake by 5.5% in Q1 2026, buying an estimated $153K and bringing the position to 9,530 shares worth $2.77M. The position accounts for 0.04% of the portfolio, ranked #338.

Summit Trail Advisors first reported a position in WTW in Q4 2017 and has held it in 13 quarters since. The position peaked at $3.13M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Summit Trail Advisors held 9,530 shares of Willis Towers Watson worth $2.77M as of Q1 2026.
Summit Trail Advisors bought 498 Willis Towers Watson shares in Q1 2026, an estimated $153K.
Willis Towers Watson made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #338 holding.
Summit Trail Advisors first reported a position in Willis Towers Watson in Q4 2017 and has held it in 13 quarters since.
Summit Trail Advisors's Willis Towers Watson position peaked at $3.13M in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.