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Whipplewood Advisors’s Willis Towers Watson WTW Stock Holding History

Whipplewood 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 		$3.49K Buy
+12
New +$3.68K ﹤0.01% 674
2025
Q3 		– Sell
-12
Closed -$3.68K – 1171
2025
Q2 		$3.68K Sell
12
-11,285
-100% -$3.5M ﹤0.01% 754
2025
Q1 		$4.05K Buy
11,297
+11,285
+94,042% +$3.68M ﹤0.01% 740
2024
Q4 		$3.76K Buy
+12
New +$3.68K ﹤0.01% 752

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whipplewood Advisors's WTW Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Willis Towers Watson (WTW) in Q1 2026: 12 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in WTW as recently as Q2 2025.

Whipplewood Advisors first reported a position in WTW in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.05K in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Whipplewood Advisors held 12 shares of Willis Towers Watson worth $3.49K as of Q1 2026.
  • Willis Towers Watson was a new Whipplewood Advisors position in Q1 2026.
  • Willis Towers Watson made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #674 holding.
  • Whipplewood Advisors first reported a position in Willis Towers Watson in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Willis Towers Watson position peaked at $4.05K in Q1 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.