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TD Private Client Wealth’s Willis Towers Watson WTW Stock Holding History

TD Private Client Wealth’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 		$48.8K Sell
168
-2,855
-94% -$876K ﹤0.01% 880
2025
Q4 		$993K Buy
3,023
+125
+4% +$40.9K 0.02% 366
2025
Q3 		$1M Buy
2,898
+155
+6% +$50.2K 0.02% 362
2025
Q2 		$841K Sell
2,743
-4
-0.1% -$1.24K 0.02% 392
2025
Q1 		$928K Buy
2,747
+94
+4% +$30.6K 0.03% 362
2024
Q4 		$831K Sell
2,653
-34
-1% -$10.4K 0.02% 385
2024
Q3 		$791K Buy
2,687
+9
+0.3% +$2.52K 0.02% 397
2024
Q2 		$702K Sell
2,678
-204
-7% -$52.7K 0.02% 395
2024
Q1 		$793K Buy
2,882
+173
+6% +$45.5K 0.03% 381
2023
Q4 		$653K Sell
2,709
-13
-0.5% -$3.01K 0.02% 399
2023
Q3 		$569K Buy
2,722
+11
+0.4% +$2.35K 0.02% 394
2023
Q2 		$638K Buy
2,711
+3
+0.1% +$691 0.03% 409
2023
Q1 		$629K Sell
2,708
-49
-2% -$11.8K 0.03% 397
2022
Q4 		$674K Buy
2,757
+86
+3% +$19.6K 0.03% 381
2022
Q3 		$537K Buy
2,671
+827
+45% +$171K 0.03% 394
2022
Q2 		$364K Sell
1,844
-161
-8% -$34.5K 0.02% 447
2022
Q1 		$474K Buy
2,005
+377
+23% +$86.3K 0.02% 429
2021
Q4 		$387K Buy
1,628
+1,269
+353% +$300K 0.02% 454
2021
Q3 		$83.5K Sell
359
-22
-6% -$4.9K ﹤0.01% 655
2021
Q2 		$87.6K Sell
381
-5,522
-94% -$1.37M ﹤0.01% 634
2021
Q1 		$1.35M Sell
5,903
-2,877
-33% -$627K 0.06% 282
2020
Q4 		$1.85M Sell
8,780
-483
-5% -$99.4K 0.09% 228
2020
Q3 		$1.93M Sell
9,263
-590
-6% -$120K 0.11% 198
2020
Q2 		$1.94M Sell
9,853
-2,641
-21% -$506K 0.11% 191
2020
Q1 		$2.12M Buy
12,494
+930
+8% +$183K 0.15% 141
2019
Q4 		$2.34M Buy
+11,564
New +$2.22M 0.14% 157

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

TD Private Client Wealth's WTW Position: Q1 2026 in Review

TD Private Client Wealth reduced its Willis Towers Watson (WTW) stake by 94% in Q1 2026, selling an estimated $876K and leaving 168 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

TD Private Client Wealth first reported a position in WTW in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.34M in Q4 2019. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • TD Private Client Wealth held 168 shares of Willis Towers Watson worth $48.8K as of Q1 2026.
  • TD Private Client Wealth sold 2,855 Willis Towers Watson shares in Q1 2026, an estimated $876K.
  • Willis Towers Watson made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #880 holding.
  • TD Private Client Wealth first reported a position in Willis Towers Watson in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Willis Towers Watson position peaked at $2.34M in Q4 2019.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.