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 Q2	$84.4K	Sell	323 -6	-2%	-$1.6K	0.01%	313
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 $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 $3.38T AUM 44.17% 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

Washington Trust Advisors's WTW Position: Q2 2026 in Review

Washington Trust Advisors reduced its Willis Towers Watson (WTW) stake by 1.8% in Q2 2026, selling an estimated $1.6K and leaving 323 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #313.

Washington Trust Advisors first reported a position in WTW in Q4 2021 and has held it in 19 quarters since. The position peaked at $142K in Q1 2022. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Washington Trust Advisors held 323 shares of Willis Towers Watson worth $84.4K as of Q2 2026.
Washington Trust Advisors sold 6 Willis Towers Watson shares in Q2 2026, an estimated $1.6K.
Willis Towers Watson made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #313 holding.
Washington Trust Advisors first reported a position in Willis Towers Watson in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Willis Towers Watson position peaked at $142K in Q1 2022.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.