Vestmark Advisory Solutions’s Willis Towers Watson WTW Stock Holding History

Vestmark Advisory Solutions’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 Q2	$2.85M	Sell	10,909 -2,079	-16%	-$556K	0.03%	567
2026 Q1	$3.78M	Buy	12,988 +781	+6%	+$240K	0.04%	415
2025 Q4	$4.01M	Buy	+12,207	New	+$4M	0.05%	356
2023 Q3	–	Sell	-1,886	Closed	-$444K	–	882
2023 Q2	$444K	Sell	1,886 -22	-1%	-$5.07K	0.02%	613
2023 Q1	$443K	Sell	1,908 -56	-3%	-$13.5K	0.02%	600
2022 Q4	$480K	Sell	1,964 -552	-22%	-$126K	0.02%	572
2022 Q3	$506K	Buy	2,516 +21	+0.8%	+$4.33K	0.03%	536
2022 Q2	$492K	Sell	2,495 -67	-3%	-$14.4K	0.03%	540
2022 Q1	$605K	Buy	2,562 +268	+12%	+$61.4K	0.03%	482
2021 Q4	$545K	Buy	2,294 +521	+29%	+$123K	0.03%	513
2021 Q3	$412K	Buy	+1,773	New	+$395K	0.03%	563

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vestmark Advisory Solutions's WTW Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Willis Towers Watson (WTW) stake by 16% in Q2 2026, selling an estimated $556K and leaving 10,909 shares worth $2.85M. The position accounts for 0.03% of the portfolio, ranked #567.

Vestmark Advisory Solutions first reported a position in WTW in Q3 2021 and has held it in 11 quarters since. The position peaked at $4.01M in Q4 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Vestmark Advisory Solutions held 10,909 shares of Willis Towers Watson worth $2.85M as of Q2 2026.
Vestmark Advisory Solutions sold 2,079 Willis Towers Watson shares in Q2 2026, an estimated $556K.
Willis Towers Watson made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #567 holding.
Vestmark Advisory Solutions first reported a position in Willis Towers Watson in Q3 2021 and has held it in 11 quarters since.
Vestmark Advisory Solutions's Willis Towers Watson position peaked at $4.01M in Q4 2025.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.