Washington Trust Advisors’s Willis Towers Watson WTW Stock Holding History

Washington Trust 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	$95.6K	Buy	329 +4	+1%	+$1.23K	0.01%	294
2025 Q4	$107K	Hold	325	–	–	0.01%	279
2025 Q3	$112K	Sell	325 -11	-3%	-$3.56K	0.01%	271
2025 Q2	$103K	Hold	336	–	–	0.01%	254
2025 Q1	$114K	Hold	336	–	–	0.01%	245
2024 Q4	$105K	Hold	336	–	–	0.01%	255
2024 Q3	$99K	Hold	336	–	–	0.01%	262
2024 Q2	$88.1K	Hold	336	–	–	0.01%	263
2024 Q1	$92.4K	Sell	336 -2	-0.6%	-$526	0.01%	261
2023 Q4	$81.5K	Hold	338	–	–	0.01%	262
2023 Q3	$70.6K	Hold	338	–	–	0.01%	269
2023 Q2	$79.6K	Hold	338	–	–	0.01%	255
2023 Q1	$78.5K	Hold	338	–	–	0.01%	269
2022 Q4	$82.7K	Sell	338 -75	-18%	-$17.1K	0.01%	270
2022 Q3	$83K	Buy	413 +19	+5%	+$3.92K	0.01%	309
2022 Q2	$78K	Sell	394 -206	-34%	-$44.2K	0.01%	334
2022 Q1	$142K	Buy	600 +3	+0.5%	+$687	0.01%	286
2021 Q4	$142K	Buy	+597	New	+$141K	0.01%	308

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

Washington Trust Advisors's WTW Position: Q1 2026 in Review

Washington Trust Advisors increased its Willis Towers Watson (WTW) stake by 1.2% in Q1 2026, buying an estimated $1.23K and bringing the position to 329 shares worth $95.6K. The position accounts for 0.01% of the portfolio, ranked #294.

Washington Trust Advisors first reported a position in WTW in Q4 2021 and has held it in 18 quarters since. The position peaked at $142K in Q1 2022. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Washington Trust Advisors held 329 shares of Willis Towers Watson worth $95.6K as of Q1 2026.
Washington Trust Advisors bought 4 Willis Towers Watson shares in Q1 2026, an estimated $1.23K.
Willis Towers Watson made up 0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #294 holding.
Washington Trust Advisors first reported a position in Willis Towers Watson in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's Willis Towers Watson position peaked at $142K in Q1 2022.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.