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Thoroughbred Financial Services’s Willis Towers Watson WTW Stock Holding History

Thoroughbred Financial Services’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
Q3 		$620K Buy
2,151
+1
+0% +$316 0.03% 389
2026
Q2 		$562K Buy
2,150
+1
+0% +$268 0.03% 394
2026
Q1 		$624K Buy
2,149
+2
+0.1% +$614 0.04% 350
2025
Q4 		$705K Buy
2,147
+1
+0% +$327 0.04% 331
2025
Q3 		$741K Buy
2,146
+1
+0% +$324 0.05% 322
2025
Q2 		$657K Sell
2,145
-386
-15% -$120K 0.05% 330
2025
Q1 		$855K Sell
2,531
-448
-15% -$146K 0.05% 322
2024
Q4 		$933K Buy
2,979
+1
+0% +$307 0.06% 288
2024
Q3 		$877K Sell
2,978
-58
-2% -$16.2K 0.06% 298
2024
Q2 		$796K Buy
3,036
+843
+38% +$218K 0.05% 305
2024
Q1 		$603K Sell
2,193
-841
-28% -$221K 0.06% 269
2023
Q4 		$731K Sell
3,034
-250
-8% -$57.8K 0.06% 297
2023
Q3 		$686K Buy
3,284
+589
+22% +$126K 0.07% 280
2023
Q2 		$634K Buy
2,695
+2
+0.1% +$461 0.08% 222
2023
Q1 		$625K Buy
2,693
+1
+0% +$242 0.09% 216
2022
Q4 		$658K Buy
2,692
+2
+0.1% +$457 0.11% 197
2022
Q3 		$540K Sell
2,690
-169
-6% -$34.9K 0.1% 201
2022
Q2 		$564K Buy
2,859
+2
+0.1% +$429 0.1% 193
2022
Q1 		$675K Buy
+2,857
New +$654K 0.11% 191
2020
Q2 		– Sell
-3,152
Closed -$535K – 260
2020
Q1 		$535K Hold
3,152
– – 0.19% 134
2019
Q4 		$637K Hold
3,152
– – 0.21% 125
2019
Q3 		$608K Hold
3,152
– – 0.23% 115
2019
Q2 		$604K Hold
3,152
– – 0.23% 99
2019
Q1 		$554K Sell
3,152
-130
-4% -$21.6K 0.23% 109
2018
Q4 		$498K Buy
+3,282
New +$491K 0.24% 101

Other funds holding WTW

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Thoroughbred Financial Services's WTW Position: Q3 2026 in Review

Thoroughbred Financial Services increased its Willis Towers Watson (WTW) stake by 0.05% in Q3 2026, buying an estimated $316 and bringing the position to 2,151 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #389.

Thoroughbred Financial Services first reported a position in WTW in Q4 2018 and has held it in 25 quarters since. The position peaked at $933K in Q4 2024. 606 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Thoroughbred Financial Services held 2,151 shares of Willis Towers Watson worth $620K as of Q3 2026.
  • Thoroughbred Financial Services bought 1 Willis Towers Watson share in Q3 2026, an estimated $316.
  • Willis Towers Watson made up 0.03% of Thoroughbred Financial Services's portfolio in Q3 2026, its #389 holding.
  • Thoroughbred Financial Services first reported a position in Willis Towers Watson in Q4 2018 and has held it in 25 quarters since.
  • Thoroughbred Financial Services's Willis Towers Watson position peaked at $933K in Q4 2024.
  • 606 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.