Winton Group’s Willis Towers Watson WTW Stock Holding History

Winton Group’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	–	Sell	-5,130	Closed	-$1.49M	–	1544
2026 Q1	$1.49M	Sell	5,130 -754	-13%	-$231K	0.05%	384
2025 Q4	$1.93M	Buy	+5,884	New	+$1.93M	0.07%	313
2023 Q2	–	Sell	-5,932	Closed	-$1.38M	–	1156
2023 Q1	$1.38M	Buy	5,932 +2,009	+51%	+$486K	0.08%	325
2022 Q4	$959K	Sell	3,923 -5,309	-58%	-$1.21M	0.06%	418
2022 Q3	$1.85M	Buy	9,232 +4,869	+112%	+$1M	0.12%	220
2022 Q2	$861K	Sell	4,363 -606	-12%	-$130K	0.05%	525
2022 Q1	$1.17M	Sell	4,969 -45,360	-90%	-$10.4M	0.06%	413
2021 Q4	$12M	Buy	50,329 +21,959	+77%	+$5.2M	0.72%	17
2021 Q3	$6.59M	Buy	28,370 +25,802	+1,005%	+$5.74M	0.37%	36
2021 Q2	$591K	Buy	+2,568	New	+$639K	0.03%	817
2020 Q4	–	Sell	-1,457	Closed	-$304K	–	1535
2020 Q3	$304K	Buy	+1,457	New	+$298K	0.01%	1249
2018 Q4	–	Sell	-1,574	Closed	-$222K	–	1060
2018 Q3	$222K	Buy	+1,574	New	+$238K	﹤0.01%	933
2018 Q2	–	Sell	-5,427	Closed	-$826K	–	1176
2018 Q1	$826K	Buy	5,427 +886	+20%	+$139K	0.02%	578
2017 Q4	$684K	Sell	4,541 -44,490	-91%	-$7.03M	0.02%	434
2017 Q3	$7.56M	Buy	+49,031	New	+$7.32M	0.24%	109

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Winton Group's WTW Position: Q2 2026 in Review

Winton Group sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 5,130 shares — an estimated $1.49M sold.

Winton Group first reported a position in WTW in Q3 2017 and held it in 15 quarters. The position peaked at $12M in Q4 2021. 435 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Winton Group reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
Winton Group sold 5,130 Willis Towers Watson shares in Q2 2026, an estimated $1.49M.
Winton Group first reported a position in Willis Towers Watson in Q3 2017 and held it in 15 quarters.
Winton Group's Willis Towers Watson position peaked at $12M in Q4 2021.
435 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.