Tocqueville Asset Management’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.27M | Sell |
8,700
-124
| -1% | -$33.2K | 0.03% | 292 |
|
|
2026
Q1 | $2.57M | Sell |
8,824
-340
| -4% | -$104K | 0.04% | 267 |
|
|
2025
Q4 | $3.01M | Buy |
9,164
+12
| +0.1% | +$3.93K | 0.04% | 259 |
|
|
2025
Q3 | $3.16M | Sell |
9,152
-346
| -4% | -$112K | 0.05% | 259 |
|
|
2025
Q2 | $2.91M | Sell |
9,498
-75
| -0.8% | -$23.3K | 0.04% | 257 |
|
|
2025
Q1 | $3.24M | Sell |
9,573
-100
| -1% | -$32.6K | 0.05% | 220 |
|
|
2024
Q4 | $3.03M | Hold |
9,673
| – | – | 0.05% | 235 |
|
|
2024
Q3 | $2.85M | Sell |
9,673
-50
| -0.5% | -$14K | 0.04% | 237 |
|
|
2024
Q2 | $2.55M | Sell |
9,723
-111
| -1% | -$28.7K | 0.04% | 241 |
|
|
2024
Q1 | $2.7M | Buy |
9,834
+200
| +2% | +$52.6K | 0.04% | 244 |
|
|
2023
Q4 | $2.32M | Buy |
9,634
+6
| +0.1% | +$1.39K | 0.04% | 245 |
|
|
2023
Q3 | $2.01M | Buy |
9,628
+1,600
| +20% | +$341K | 0.04% | 253 |
|
|
2023
Q2 | $1.89M | Hold |
8,028
| – | – | 0.03% | 268 |
|
|
2023
Q1 | $1.87M | Hold |
8,028
| – | – | 0.04% | 271 |
|
|
2022
Q4 | $1.96M | Sell |
8,028
-60
| -0.7% | -$13.7K | 0.04% | 279 |
|
|
2022
Q3 | $1.63M | Sell |
8,088
-140
| -2% | -$28.9K | 0.03% | 301 |
|
|
2022
Q2 | $1.62M | Hold |
8,228
| – | – | 0.03% | 338 |
|
|
2022
Q1 | $1.94M | Buy |
8,228
+5,565
| +209% | +$1.27M | 0.03% | 344 |
|
|
2021
Q4 | $632K | Buy |
2,663
+115
| +5% | +$27.2K | 0.01% | 520 |
|
|
2021
Q3 | $592K | Buy |
2,548
+423
| +20% | +$94.2K | 0.01% | 504 |
|
|
2021
Q2 | $489K | Hold |
2,125
| – | – | 0.01% | 557 |
|
|
2021
Q1 | $486K | Hold |
2,125
| – | – | 0.01% | 557 |
|
|
2020
Q4 | $448K | Hold |
2,125
| – | – | 0.01% | 556 |
|
|
2020
Q3 | $444K | Hold |
2,125
| – | – | 0.01% | 509 |
|
|
2020
Q2 | $419K | Hold |
2,125
| – | – | 0.01% | 519 |
|
|
2020
Q1 | $361K | Buy |
2,125
+24
| +1% | +$4.72K | 0.01% | 509 |
|
|
2019
Q4 | $424K | Hold |
2,101
| – | – | 0.01% | 585 |
|
|
2019
Q3 | $405K | Sell |
2,101
-4,133
| -66% | -$807K | 0.01% | 601 |
|
|
2019
Q2 | $1.19M | Sell |
6,234
-304
| -5% | -$55K | 0.02% | 455 |
|
|
2019
Q1 | $1.15M | Sell |
6,538
-196
| -3% | -$32.5K | 0.02% | 461 |
|
|
2018
Q4 | $1.02M | Buy |
6,734
+1,200
| +22% | +$180K | 0.02% | 461 |
|
|
2018
Q3 | $780K | Hold |
5,534
| – | – | 0.01% | 539 |
|
|
2018
Q2 | $839K | Sell |
5,534
-35
| -0.6% | -$5.33K | 0.01% | 531 |
|
|
2018
Q1 | $848K | Sell |
5,569
-68,157
| -92% | -$10.7M | 0.01% | 528 |
|
|
2017
Q4 | $11.1M | Sell |
73,726
-3,557
| -5% | -$562K | 0.13% | 193 |
|
|
2017
Q3 | $11.9M | Sell |
77,283
-69,363
| -47% | -$10.4M | 0.14% | 188 |
|
|
2017
Q2 | $21.3M | Sell |
146,646
-4,751
| -3% | -$664K | 0.26% | 107 |
|
|
2017
Q1 | $19.8M | Sell |
151,397
-7,458
| -5% | -$948K | 0.24% | 117 |
|
|
2016
Q4 | $19.4M | Sell |
158,855
-7,891
| -5% | -$984K | 0.25% | 116 |
|
|
2016
Q3 | $22.1M | Sell |
166,746
-2,341
| -1% | -$291K | 0.27% | 90 |
|
|
2016
Q2 | $21M | Buy |
169,087
+2,421
| +1% | +$299K | 0.25% | 100 |
|
|
2016
Q1 | $19.8M | Sell |
166,666
-18,247
| -10% | -$2.1M | 0.26% | 109 |
|
|
2015
Q4 | $23.8M | Buy |
184,913
+7,075
| +4% | +$838K | 0.32% | 94 |
|
|
2015
Q3 | $19.3M | Sell |
177,838
-2,442
| -1% | -$290K | 0.26% | 125 |
|
|
2015
Q2 | $22.4M | Buy |
180,280
+12,816
| +8% | +$1.63M | 0.26% | 124 |
|
|
2015
Q1 | $21.4M | Sell |
167,464
-2,891
| -2% | -$355K | 0.25% | 123 |
|
|
2014
Q4 | $20.2M | Buy |
170,355
+3,927
| +2% | +$439K | 0.22% | 134 |
|
|
2014
Q3 | $18.3M | Buy |
166,428
+25,573
| +18% | +$2.84M | 0.2% | 144 |
|
|
2014
Q2 | $16.2M | Buy |
140,855
+116,142
| +470% | +$13.1M | 0.16% | 164 |
|
|
2014
Q1 | $2.89M | Sell |
24,713
-1,261
| -5% | -$143K | 0.04% | 329 |
|
|
2013
Q4 | $3.08M | Sell |
25,974
-33,445
| -56% | -$3.95M | 0.04% | 326 |
|
|
2013
Q3 | $6.82M | Sell |
59,419
-5,787
| -9% | -$653K | 0.09% | 256 |
|
|
2013
Q2 | $7.04M | Buy |
+65,206
| New | +$6.9M | 0.1% | 238 |
|
Other funds holding WTW
Tocqueville Asset Management's WTW Position: Q2 2026 in Review
Tocqueville Asset Management reduced its Willis Towers Watson (WTW) stake by 1.4% in Q2 2026, selling an estimated $33.2K and leaving 8,700 shares worth $2.27M. The position accounts for 0.03% of the portfolio, ranked #292.
Tocqueville Asset Management first reported a position in WTW in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.8M in Q4 2015. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.
- Tocqueville Asset Management held 8,700 shares of Willis Towers Watson worth $2.27M as of Q2 2026.
- Tocqueville Asset Management sold 124 Willis Towers Watson shares in Q2 2026, an estimated $33.2K.
- Willis Towers Watson made up 0.03% of Tocqueville Asset Management's portfolio in Q2 2026, its #292 holding.
- Tocqueville Asset Management first reported a position in Willis Towers Watson in Q2 2013 and has held it in 53 quarters since.
- Tocqueville Asset Management's Willis Towers Watson position peaked at $23.8M in Q4 2015.
- 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.
Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.