Tompkins Financial’s Willis Towers Watson WTW Stock Holding History

Tompkins Financial’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	–	Sell	-9	Closed	-$2.35K	–	577
2026 Q2	$2.35K	Hold	9	–	–	﹤0.01%	517
2026 Q1	$2.62K	Hold	9	–	–	﹤0.01%	518
2025 Q4	$2.96K	Hold	9	–	–	﹤0.01%	520
2025 Q3	$3.11K	Hold	9	–	–	﹤0.01%	498
2025 Q2	$2.76K	Hold	9	–	–	﹤0.01%	494
2025 Q1	$3.04K	Hold	9	–	–	﹤0.01%	513
2024 Q4	$2.82K	Hold	9	–	–	﹤0.01%	483
2024 Q3	$2.65K	Hold	9	–	–	﹤0.01%	534
2024 Q2	$2.36K	Hold	9	–	–	﹤0.01%	545
2024 Q1	$2.48K	Hold	9	–	–	﹤0.01%	572
2023 Q4	$2.17K	Hold	9	–	–	﹤0.01%	587
2023 Q3	$1.88K	Hold	9	–	–	﹤0.01%	539
2023 Q2	$2.12K	Hold	9	–	–	﹤0.01%	560
2023 Q1	$2.09K	Hold	9	–	–	﹤0.01%	583
2022 Q4	$2K	Hold	9	–	–	﹤0.01%	581
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	569
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	553
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	578
2021 Q4	$2K	Hold	9	–	–	﹤0.01%	341
2021 Q3	$2K	Buy	+9	New	+$2K	﹤0.01%	376
2016 Q2	–	Sell	-300	Closed	-$36K	–	574
2016 Q1	$36K	Buy	+300	New	+$34.5K	0.01%	277

Other funds holding WTW

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Tompkins Financial's WTW Position: Q3 2026 in Review

Tompkins Financial sold out of Willis Towers Watson (WTW) in Q3 2026, closing a stake of 9 shares — an estimated $2.35K sold.

Tompkins Financial first reported a position in WTW in Q1 2016 and held it in 21 quarters. The position peaked at $36K in Q1 2016. 423 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

Tompkins Financial reported no remaining Willis Towers Watson position as of Q3 2026 after selling out during the quarter.
Tompkins Financial sold 9 Willis Towers Watson shares in Q3 2026, an estimated $2.35K.
Tompkins Financial first reported a position in Willis Towers Watson in Q1 2016 and held it in 21 quarters.
Tompkins Financial's Willis Towers Watson position peaked at $36K in Q1 2016.
423 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.