Transamerica Financial Advisors’s Willis Towers Watson WTW Stock Holding History

Transamerica Financial 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	$146K	Buy	499 +317	+174%	+$97.3K	0.01%	442
2025 Q4	$59.9K	Buy	182 +104	+133%	+$34K	0.01%	518
2025 Q3	$26.7K	Buy	+78	New	+$25.3K	﹤0.01%	559
2025 Q1	–	Sell	-567	Closed	-$178K	–	595
2024 Q4	$178K	Sell	567 -45	-7%	-$13.8K	0.02%	225
2024 Q3	$181K	Buy	612 +611	+61,100%	+$171K	0.02%	236
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	550
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	597
2023 Q4	$1K	Sell	1 -1	-50%	-$231	﹤0.01%	615
2023 Q3	$1K	Hold	2	–	–	﹤0.01%	636
2023 Q2	$1K	Hold	2	–	–	﹤0.01%	608
2023 Q1	$1K	Hold	2	–	–	﹤0.01%	595
2022 Q4	$1K	Hold	2	–	–	﹤0.01%	681
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	636
2022 Q2	$1K	Buy	+2	New	+$429	﹤0.01%	647

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

Transamerica Financial Advisors's WTW Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Willis Towers Watson (WTW) stake by 174% in Q1 2026, buying an estimated $97.3K and bringing the position to 499 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #442.

Transamerica Financial Advisors first reported a position in WTW in Q2 2022 and has held it in 14 quarters since. The position peaked at $181K in Q3 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Transamerica Financial Advisors held 499 shares of Willis Towers Watson worth $146K as of Q1 2026.
Transamerica Financial Advisors bought 317 Willis Towers Watson shares in Q1 2026, an estimated $97.3K.
Willis Towers Watson made up 0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #442 holding.
Transamerica Financial Advisors first reported a position in Willis Towers Watson in Q2 2022 and has held it in 14 quarters since.
Transamerica Financial Advisors's Willis Towers Watson position peaked at $181K in Q3 2024.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.