Vontobel Holding
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Vontobel Holding’s Willis Towers Watson WTW Stock Holding History

Vontobel Holding’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 		$295K Sell
1,127
-1,026
-48% -$274K ﹤0.01% 1237
2026
Q1 		$626K Buy
2,153
+1,065
+98% +$327K ﹤0.01% 774
2025
Q4 		$358K Sell
1,088
-1,436
-57% -$470K ﹤0.01% 1110
2025
Q3 		$872K Sell
2,524
-25
-1% -$8.1K ﹤0.01% 766
2025
Q2 		$781K Sell
2,549
-148
-5% -$45.9K ﹤0.01% 764
2025
Q1 		$911K Sell
2,697
-506
-16% -$165K ﹤0.01% 615
2024
Q4 		$1M Buy
3,203
+1,893
+145% +$581K ﹤0.01% 587
2024
Q3 		$386K Buy
1,310
+55
+4% +$15.4K ﹤0.01% 855
2024
Q2 		$329K Sell
1,255
-228
-15% -$58.9K ﹤0.01% 871
2024
Q1 		$408K Hold
1,483
– – ﹤0.01% 830
2023
Q4 		$358K Sell
1,483
-208
-12% -$48.1K ﹤0.01% 881
2023
Q3 		$353K Sell
1,691
-9,250
-85% -$1.97M ﹤0.01% 860
2023
Q2 		$2.58M Sell
10,941
-10,490
-49% -$2.42M 0.02% 397
2023
Q1 		$4.98M Sell
21,431
-215
-1% -$52K 0.05% 282
2022
Q4 		$5.23M Buy
21,646
+1,718
+9% +$393K 0.05% 274
2022
Q3 		$4M Sell
19,928
-111
-0.6% -$22.9K 0.05% 294
2022
Q2 		$4.01M Sell
20,039
-2,000
-9% -$429K 0.04% 274
2022
Q1 		$5.29M Buy
22,039
+242
+1% +$55.4K 0.05% 278
2021
Q4 		$5.17M Sell
21,797
-4,821
-18% -$1.14M 0.04% 271
2021
Q3 		$6.19M Buy
26,618
+24,527
+1,173% +$5.46M 0.05% 236
2021
Q2 		$485K Buy
+2,091
New +$520K ﹤0.01% 769

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vontobel Holding's WTW Position: Q2 2026 in Review

Vontobel Holding reduced its Willis Towers Watson (WTW) stake by 48% in Q2 2026, selling an estimated $274K and leaving 1,127 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Vontobel Holding first reported a position in WTW in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.19M in Q3 2021. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Vontobel Holding held 1,127 shares of Willis Towers Watson worth $295K as of Q2 2026.
  • Vontobel Holding sold 1,026 Willis Towers Watson shares in Q2 2026, an estimated $274K.
  • Willis Towers Watson made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1237 holding.
  • Vontobel Holding first reported a position in Willis Towers Watson in Q2 2021 and has held it in 21 quarters since.
  • Vontobel Holding's Willis Towers Watson position peaked at $6.19M in Q3 2021.
  • 692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.