Weiss Asset Management’s Willis Towers Watson WTW Stock Holding History

Weiss Asset Management’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	$930K	Buy	+3,559	New	+$952K	0.01%	435
2025 Q4	–	Sell	-3,814	Closed	-$1.32M	–	876
2025 Q3	$1.32M	Buy	+3,814	New	+$1.24M	0.02%	313
2021 Q3	–	Sell	-26,926	Closed	-$6.19M	–	619
2021 Q2	$6.19M	Buy	26,926 +3,610	+15%	+$898K	0.15%	187
2021 Q1	$5.34M	Buy	+23,316	New	+$5.08M	0.14%	176

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

Weiss Asset Management's WTW Position: Q2 2026 in Review

Weiss Asset Management opened a new position in Willis Towers Watson (WTW) in Q2 2026: 3,559 shares worth $930K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Weiss Asset Management previously reported a position in WTW as recently as Q3 2025.

Weiss Asset Management first reported a position in WTW in Q1 2021 and has held it in 4 quarters since. The position peaked at $6.19M in Q2 2021. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Weiss Asset Management held 3,559 shares of Willis Towers Watson worth $930K as of Q2 2026.
Willis Towers Watson was a new Weiss Asset Management position in Q2 2026.
Willis Towers Watson made up 0.01% of Weiss Asset Management's portfolio in Q2 2026, its #435 holding.
Weiss Asset Management first reported a position in Willis Towers Watson in Q1 2021 and has held it in 4 quarters since.
Weiss Asset Management's Willis Towers Watson position peaked at $6.19M in Q2 2021.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.